Richard Del Monte

Richard Del Monte

CWC, CFP

CA, US
Selfmade families are able to deal with the complexities of wealth with fun and ease. Best of all, he teaches the keys to family teamwork so they can have closer relationships, and greater joy.
  • Serving self-made families since 1985
  • Certified Financial Planner™
  • Certified Wealth Consultant
  • Masters Degree in Financial Planning, Golden Gate University, San Francisco
  • Bachelor of Science Degree, Business Administration, California State University, Chico
  • Faculty, Institute for Preparing Heirs
  • Founding Member, Council for Shared Leadership, which established standards of excellence for values-based advisors and the families they serve.
  • Member, Purposeful Planning Institute
  • Instructor, published author, and featured speaker on local radio talk shows

Richard lives in Alamo, California with his wife, Ingrid. They have three daughters and two sons.

Del Monte Group created a unique process that helps affluent families prevail against the greatest threats to their family relationships and their financial wealth. Our process, Living in PossibilityTM, is based on the following premise...

Affluent individuals and families achieve phenomenal things in their lifetimes. Their achievements alone demonstrate an innate ability to break away from the kind of limited thinking that prevents many from reaching similar success. Just when most of the world would tell them a particular dream is impossible, they live it. Their unwillingness to be shackled by status quo comes shining through.

Ironically it's amazingly difficult to share this sense of possibility in other aspects of our lives. The path to affluence often damages important relationships. Families with wealth don't have a means of repairing what's been done.

Living in PossibilityTM is a process we developed to help established individuals and families identify and cultivate a renewed capability for possibility in their relationships. Once you capture the fundamental capabilities that created success in business, we apply those amazing strengths to all aspects of life. Ultimately we restore the family unit, creating possibility for each member individually and a process by which the family unit can be in possibility together.

  • Serving self-made families since 1985
  • Certified Financial Planner™
  • Certified Wealth Consultant
  • Masters Degree in Financial Planning, Golden Gate University, San Francisco
  • Bachelor of Science Degree, Business Administration, California State University, Chico
  • Faculty, Institute for Preparing Heirs
  • Founding Member, Council for Shared Leadership, which established standards of excellence for values-based advisors and the families they serve.
  • Member, Purposeful Planning Institute
  • Instructor, published author, and featured speaker on local radio talk shows

Richard lives in Alamo, California with his wife, Ingrid. They have three daughters and two sons.

Del Monte Group created a unique process that helps affluent families prevail against the greatest threats to their family relationships and their financial wealth. Our process, Living in PossibilityTM, is based on the following premise...

Affluent individuals and families achieve phenomenal things in their lifetimes. Their achievements alone demonstrate an innate ability to break away from the kind of limited thinking that prevents many from reaching similar success. Just when most of the world would tell them a particular dream is impossible, they live it. Their unwillingness to be shackled by status quo comes shining through.

Ironically it's amazingly difficult to share this sense of possibility in other aspects of our lives. The path to affluence often damages important relationships. Families with wealth don't have a means of repairing what's been done.

Living in PossibilityTM is a process we developed to help established individuals and families identify and cultivate a renewed capability for possibility in their relationships. Once you capture the fundamental capabilities that created success in business, we apply those amazing strengths to all aspects of life. Ultimately we restore the family unit, creating possibility for each member individually and a process by which the family unit can be in possibility together.

Family First: 3 Essential Keys to Successfully Preparing Your Heirs

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Educational / Informative

The 7 Steps to Creating a Family Mission Statement

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Educational / Informative

The Fundamentals to Avoid Family Feuds after You're Gone

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Educational / Informative

A Place of Possibility for Wealth and Families

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Educational / Informative

Your Wealth Impact: Family Dynamics and Keys to Communication to Your Heirs, Family

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Educational / Informative