sri

SRI Associate • California

CAMEJO GROUP
1814 Franklin Street • Suite 503
Oakland, CA 94602

Tim Rich

Timothy Rich, CFP®

Camejo Group
1814 Franklin Street • Suite 503 • Oakland, CA 94602
800-471-7244 Voice • 510-587-0790 Fax

trich@prg-group.net
www.camejogroup.com


Tim Rich is an advisor of Portfolio Resources Advisor Group, Inc. (PRAG), and a professional specializing in Socially Responsible Investment Solutions. A Cal State Hayward graduate with a degree in Business Administration with an emphasis on Finance, Tim joined Progressive Asset Management over 12 years ago working as assistant to CEO, Peter Camejo.
For the past 10 years Tim has been a financial advisor with the Camejo Group, guiding individuals and not for profits and managing their investments in a way that is consistent with their values.

Tim Rich is a CERTIFIED FINANCIAL PLANNER™ and insurance licensed which permits him to advise clients about investments, insurance, taxation, estate planning, retirement planning, and personal finance - bringing together the elements needed to create a sound financial plan.
During his career he has enjoyed building relationships with clients to help them meet their goals both personally and financially. He brings integrity, service and commitment to an important area of people’s lives. By helping clients stay educated and informed they can make rational financial decisions and practice ‘doing well while doing good.’

Tim Rich resides in Castro Valley, California with his wife Rebecca and daughters Jessica and Jillian. Not unlike a portfolio – life requires balance – work, play and love are building blocks for a good allocation. Outside of the office, Tim Rich, who is an accomplished bass guitarist, enjoys playing music, when he is not coaching youth soccer or softball with his girls.