Where does Happiness Come From? | Richard Del Monte
About Richard Del Monte
Richard is a CERTIFIED FINANCIAL PLANNER™, Certified Wealth Consultant, and nationally recognized expert on Families and Wealth. Richard has been featured on FOX Business News, The Wall Street Journal, New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and Family Wealth Report. A sought after speaker, he recently gave a TEDxBellevue talk on “A Place of Possibility for Families and Wealth.”
Clients seek guidance from Richard in mentoring the next generation around how to avoid destroying inherited wealth, or letting it destroy them, how to pass on values to heirs while still enjoying their wealth, and ensuring the family’s wealth lasts for multiple generations. By acting on Richard’s road-tested advice, self-made families are able to deal with the complexities of wealth with fun and ease. Best of all, he teaches the keys to family teamwork so they can have closer relationships, greater joy and satisfaction, and more effective communication.
Richard has completed specialized training in family dynamics and preparing heirs. He holds an MBA in Financial Planning from Golden Gate University in San Francisco and a B.S. in Business Administration from California State University, Chico. He is a faculty member at the Institute for Preparing Heirs, and a founding member of the Council for Shared Leadership, LLC, which established standards of excellence for values-based advisors and the families they serve.
Richard lives in Alamo with his wife, Ingrid and 3 golden retrievers. They have five children whom they love to travel with. Some of his community activities include United Way of the Bay Area, John Muir Health Foundation, Boy Scouts of America, his church, and he serves as a board member for Baragwanath Blessings, Inc.
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This transcript was generated by software and may not accurately reflect exactly what was said.
Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of GROCO.com. GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.
Alan L. Olsen, CPA, Wikipedia Bio
GROCO.com is a proud sponsor of The American Dreams Show.
The American Dreams show was the brainchild of Alan Olsen, CPA, MBA. It was originally created to fill a specific need; often inexperienced entrepreneurs lacked basic information about raising capital and how to successfully start a business.
Alan sincerely wanted to respond to the many requests from aspiring entrepreneurs asking for the information and introductions they needed. But he had to find a way to help in which his venture capital clients and friends would not mind.
The American Dreams show became the solution, first as a radio show and now with YouTube videos as well. Always respectful of interview guest’s time, he’s able to give access to individuals information and inspiration previously inaccessible to the first-time entrepreneurs who need it most.
They can listen to venture capitalists and successful business people explain first-hand, how they got to where they are, how to start a company, how to overcome challenges, how they see the future evolving, opportunities, work-life balance and so much more.
American Dreams discusses many topics from some of the world’s most successful individuals about their secrets to life’s success. Topics from guest have included:
Creating purpose in life / Building a foundation for their life / Solving problems / Finding fulfillment through philanthropy and service / Becoming self-reliant / Enhancing effective leadership / Balancing family and work…
MyPaths.com (Also sponsored by GROCO) provides free access to content and world-class entrepreneurs, influencers and thought leaders’ personal success stories. To help you find your path in life to true, sustainable success & happiness. I’s mission statement:
In an increasingly complex and difficult world, we hope to help you find your personal path in life and build a strong foundation by learning how others found success and happiness. True and sustainable success and happiness are different for each one of us but possible, often despite significant challenges.
Our mission at MyPaths.com is to provide resources and firsthand accounts of how others found their paths in life, so you can do the same.
Richard is a CERTIFIED FINANCIAL PLANNER™, Certified Wealth Consultant, and nationally recognized expert on Families and Wealth. Richard has been featured on FOX Business News, The Wall Street Journal, New York Times, Private Opportunities Club, Private Wealth Magazine, Trust & Estates, and Family Wealth Report. A sought after speaker, he recently gave a TEDxBellevue talk on “A Place of Possibility for Families and Wealth.”
Clients seek guidance from Richard in mentoring the next generation around how to avoid destroying inherited wealth, or letting it destroy them, how to pass on values to heirs while still enjoying their wealth, and ensuring the family’s wealth lasts for multiple generations. By acting on Richard’s road-tested advice, self-made families are able to deal with the complexities of wealth with fun and ease. Best of all, he teaches the keys to family teamwork so they can have closer relationships, greater joy and satisfaction, and more effective communication.
Richard has completed specialized training in family dynamics and preparing heirs. He holds an MBA in Financial Planning from Golden Gate University in San Francisco and a B.S. in Business Administration from California State University, Chico. He is a faculty member at the Institute for Preparing Heirs, and a founding member of the Council for Shared Leadership, LLC, which established standards of excellence for values-based advisors and the families they serve.
Richard lives in Alamo with his wife, Ingrid and 3 golden retrievers. They have five children whom they love to travel with. Some of his community activities include United Way of the Bay Area, John Muir Health Foundation, Boy Scouts of America, his church, and he serves as a board member for Baragwanath Blessings, Inc.
Alan is managing partner at Greenstein, Rogoff, Olsen & Co., LLP, (GROCO) and is a respected leader in his field. He is also the radio show host to American Dreams. Alan’s CPA firm resides in the San Francisco Bay Area and serves some of the most influential Venture Capitalist in the world. GROCO’s affluent CPA core competency is advising High Net Worth individual clients in tax and financial strategies. Alan is a current member of the Stanford Institute for Economic Policy Research (S.I.E.P.R.) SIEPR’s goal is to improve long-term economic policy. Alan has more than 25 years of experience in public accounting and develops innovative financial strategies for business enterprises. Alan also serves on President Kim Clark’s BYU-Idaho Advancement council. (President Clark lead the Harvard Business School programs for 30 years prior to joining BYU-idaho. As a specialist in income tax, Alan frequently lectures and writes articles about tax issues for professional organizations and community groups. He also teaches accounting as a member of the adjunct faculty at Ohlone College.