RHS Financial

Our Why:

If everyone had the opportunity to be the best financial version of themselves the world would be a better place. 
We work with those that are trying to make the world a better place through the skills and talents they possess.

A little about Alex:

In his free time, you can catch Alex enjoying distance running in the city of San Francisco and nearby trails, working on his amateur photography, reading the next best business book, and trying to perfect a variety of culinary dishes. Alex sits on the San Francisco board of Junior Achievement. A global non-profit organization dedicated to providing financial education for children K-12.

Differentiator:

RHS blends institutional quality investment strategies practiced at the most sophisticated firms with low-cost investment options. In order to help our clients execute on their financial dreams, we blend financial planning expertise with behavioral coaching. We consider ourselves financial wellness coaches not just investment advisors.

Our Clients:

Our clients are primarily public and private tech employees. Everything from founders to C-Suite to junior engineers.

Planning and Investment Specialties:

  • Public and Private Equity Compensation ISO, NSO, RSU, RSA, ESPP, etc.
  • Concentrated Stock Strategies
  • Executive Compensation
  • Tax Mitigation
  • Philanthropy
  • Behavioral Finance and Financial Wellness Coaching

Experience:

Linked-In: https://www.linkedin.com/in/alexcaswellwealthadvisor/

Designation:

CFA CFP®

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Advisors at this Office

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This Office

201 Mission St Ste 1875 San Francisco, CA 94105-8118 Phone: (415) 495-2900

Primary Office

201 Mission St Ste 1875 San Francisco, CA 94105-8118 Phone: (415) 495-2900