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San Francisco & Menlo Park Offices

Wealth Management

Rick Hillsbery has 10 years of experience in tax and financial planning working with high net worth individuals and families. Rick is passionate about doing the best that he can do to help clients reach their financial goals by optimizing resources through integrating tax know-how with financial planning and low-cost, tax-efficient investment strategies. Rick enjoys helping clients with charitable intent to maximize giving through income, gift and estate tax planning. He has also served as a principal in an Enrolled Agent tax preparation practice. Prior to entering the accounting field, Rick served in the software industry for over 20 years completing that career leading a Performance Services group.
In his free time, Rick likes to play cards, jog, and travel. He is the father of three teenage girls and enjoys singing in church with the oldest, cheering on the middle one at her water polo games, and manning the family BBQ with his youngest.
  • CPA/PFS – Personal Financial Specialist
  • CFP® – Certified Financial Planner
  • California Life Insurance Agent
  • FINRA Series 6, 26, 63,65
  • Investment Advisor Representative
  • Member – AICPA – Personal Financial Planning Section
  • Treasurer – Almaden Neighborhood Church
  • Bay Area Study Group Leader – Kingdom Advisors
  • Santa Clara University, Certificate in Advanced Accounting Program (CAAP)
  • Excelsior College, B.S. Business Information Systems


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