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Frequently Asked Questions


There are a lot of options out there for financial advice. Why should I work with you?
What qualifications do you have?
How (and by who) are you compensated?
If I don’t live near Sunnyvale, can I still work with you?
If I’m not a high income professional in my 30’s & 40’s, can I still work with you?
Do I have to have a minimum amount of investable assets to work with you?
What does broad-based financial planning include?
How can I improve my financial IQ on my own?
You're a solo practitioner...what happens to me if something happens to you?
Information Security
What does Rivermark stand for?