About Us

At RINA Wealth Management Services LLC, We are a forward-thinking accounting, wealth management and investment advisory firm providing tailored guidance and exceptional experience to a select group of individuals, families, and businesses in the Bay Area and around the country. Our mission is to leverage our vast experience, deep expertise, and passion for service as we help our clients define and pursue their financial goals and aspirations.  

Looking to learn more? Get in touch today.


Our Services


Asset Management

You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and...

Succession Planning for Business Owners

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning...

Insurance Planning

Insurance Planning Whether you are looking out for your family or your business, it is vital to incorporate protection into your comprehensive financial plan. By strategically leveraging life insurance, we can help provide you with this protection in the most effective way possible. Personal: When...

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...

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