Richard Ro


Richard Y. Ro, CPA

Managing Director, Family Office

Richard is a finance professional with 20 years of experience in accounting, finance, HR, customer experience, IT integration, and Real Estate. He has more than 10 years of experience on executive management teams.  Richard’s service areas of expertise include:

  • Family Office services
  • Financial, IT, or process audit design and execution
  • Internal control and design implementation
  • Development and execution of budgets and financial forecasts
  • Acquisition, development and disposition of real estate
  • Startup strategy formation and infrastructure setup/management
  • HR, employee benefits, payroll, IT infrastructure, and facilities
  • Customer service/success management and growth
  • Private foundation accounting and reporting

Professional Memberships

American Institute of Certified Public Accountants
California State Society of Certified Public Accountants


B.S. in Accounting & Finance, University of California, Berkeley Haas School of Business
Certified Public Accountant, California

Professional Experience

Director of Operations, RepairPal
VP/Co-Founder, Reliance Financial
Mortgage Broker,
Manhattan Financial
Senior Consultant, Fort Point Partners
Senior Consultant, Ernst & Young

Silicon Valley

San Francisco