About Richard Groh
Formerly:
Senior Financial Consultant, specializing in wealth management for high net worth individuals and group retirement plans. Managed retirement plans from their inception for business start-ups to all levels of growth including large billion dollar retirement plans that required the combined experience of a retirement planner and wealth manager.
Merrill Lynch (ret.)
Oct 1983 -- Nov 2008
Wealth Manager
First Vice President
INDIVIDUAL PRODUCER: Grew book of business to $210 million in client assets from individual business development. Accounts ranged from $1 million in IRAs to a variety of defined contribution plans and defined benefit plans for small businesses. Also managed major institutional plans like Wells Fargo Bank's 401K plan with over $3 billion. Supervised team of specialists in sales, administration and operations.
For individual clients -- advised on every aspect of financial planning, diversifying stocks, bonds, mutual funds, real estate and insurance. As a Certified Financial Planner (CFP), created financial plans for college savings, retirement and estate plans.
TEAM BUILDER: Trained junior staff. Supervised others. Accomplished as public speaker. Separately, as an adjunct faculty member at Golden Gate University, designed and taught an MBA course in retirement planning for three years. Class incorporated training as financial planner, Certified Employee Benefit Specialist (CEBS) and day-to-day experience as investment manager.
•Developed asset allocation models.
•Evaluated investment performance.
•Mentored newer financial advisers.
Actively recognized individuals for their learning, contributions and achievements. Once recognized, those trained generated new accounts and increased production more than they believed possible.
Education
Golden Gate University -- San Francisco, CA (1993)
Adjunct Faculty - Retirement Planning
Golden Gate University -- San Francisco, CA (1983)
MBA -- Finance
University of Minnesota -- Minneapolis, MN (1977)
BA -- Economics & Journalism
Certified Employee Benefit Specialist .................. (Wharton School of Finance) 1991
Certified Financial Planner ................................. (College of Financial Planning) 1997
Chartered Retirement Planning Counselor .... (College of Financial Planning) 2004
Licenses: Series 7, Series 65, Series 63, Life and Disability Insurance.
RichardGroh@gmail.com
415 898-8771
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