Why Rivermark?
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.
CFP® Professional
Only 25% of financial advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.*
*Source: www.cfp.net, www.cerulli.com
Fiduciary
We have a legal and ethical obligation to put your interests first and we take this responsibility very seriously.
Fee-Only
No commissions.
Just transparent fees
with no hidden costs.

Who We Serve
The following are client profiles that we frequently work with.
Planning Services include:
Retirement Planning
Tax Planning
Equity Compensation Strategy
Education Planning
Investment Analysis & Strategies
Investment Management
Ron Guay, CFP®
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.