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
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Professional Memberships

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


Education / Certification

  • 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