Before you entrust an advisor with your financial future, you should first confirm that they are highly competent, committed to serving your best interests, and transparent in how they get paid.
For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners.
We have a legal and ethical obligation to put your interests first and we take this responsibility very seriously.
Transparent and flexible fee
structure with no hidden costs.
Who We Serve
The following are client profiles that we frequently work with.
Planning Services include:
Equity Compensation Strategy
Investment Analysis & Strategies
Ron Guay, CFP®, EA, BPC
Welcome! I'm a CERTIFIED FINANCIAL PLANNER™ based in Sunnyvale, CA.
After spending the first 20 years of my career in corporate financial planning & analysis roles, I made the decision to leave a strong six-figure salary and Vice President title to pursue my passion for promoting financial wellness in the community while running my own business.
I launched Rivermark Wealth Management in early 2018 to make this vision a reality. We help our clients to reduce taxes, make smarter investment choices, and find financial peace of mind.