SERVICES

Rick Belgarde, Personal CFO serves clients of significant wealth
who find that managing their finances has become increasingly
complex and they need a better solution. He accomplishes this by delivering the guidance and services of a comprehensive family office:

   •   Prepare Net Worth Statements
   •   Pay Bills
   •   Financial Planning
   •   Track Expenses in Quicken
   •   Budgeting
   •   Taxes
   •   Cash Flow Management
   •   Financial Advisement
   •   Business Manager
   •   Household Payroll

 

RICK BELGARDE
CFO RICK, LLC
1428 Shotwell St.
San Francisco, CA 94110
Business: (415) 821-0985
Cell: (408) 205.2849
Fax: (415) 520.5681
rick@cforick.com