Contact:

Rich A. Schuette, CFP '17 C-Suite Advisor Since 2017

Wealth Manager | Avalan

Biography:

Rich has more than 16 years of experience assisting successful C-Level professionals, service providers, corporations and business owners address multi-faceted financial challenges. Understanding the complexity of balancing professional and personal needs, Rich enjoys working with individuals who are entrepreneurial minded and as a result specializes in the needs of current business owners and recently exited officers and owners.

Rich’s background within his field of concentration allows him to deliver unparalleled guidance while helping his clients maintain emotional and financial perspective. Due to the fact that business owners typically take their risks and make their wealth in their businesses rather than their investment portfolios, Rich focuses on employing conservative and proven investment strategies designed to properly diversify his clients’ net wealth and therefore provide them with a reliable, worry-free lifestyle outside of their professional endeavors.

On a personal level, community service and philanthropy are a very big part of Rich’s life. His charitable affiliations include Marymount, President of Ensemble Theatre Company and Board member of The Teddy Bear Cancer Foundation and the Santa Barbara University Club. He is also the former Associate Director of Old Spanish Days and former Board Chair of Child Abuse Listening & Meditation (CALM). Rich also enjoys spending as much time as possible with his wife and three daughters.

Thought Leadership By Rich A.:

Who’s on your Team? An Introduction to the Concept of a Virtual Family Office

In this first of a three-part series, Rich Schuette explains how you can create the best team possible to...
By Rich A. Schuette, CFP | Avalan

Using Philanthropy to Create a Tax Controlled Exit From Your Life’s Work

Making the big exit from the work world easy and controllable through philanthropy.
By Rich A. Schuette, CFP | Avalan