Who We Are
Richard B. Pear, CFP®
Richard is a Principal & Wealth Manager and the founder of the firm. For over 25 years, Richard has been providing investment management and financial planning services to retirees, business owners, executives, and affluent individuals. His expertise in financial planning and investing enables him to develop and implement effective, tax-efficient wealth management strategies. He graduated from the University of Hawaii with a degree in business administration and earned the CERTIFIED FINANCIAL PLANNERTM certification in 1985 after completing the financial planning curriculum at the University of Southern California. Richard has made numerous media appearances and has provided financial planning and investment insight for articles appearing in the Contra Costa Times and the San Francisco Chronicle.
Peter F. Landini, CFP®
Peter is a Principal & Wealth Manager. He provides investment advisory and financial planning services to individuals, family groups, and company retirement plans. Peter’s experience includes extensive work in personal financial analysis, retirement planning, and investment management. He is a CERTIFIED FINANCIAL PLANNERTM and is a member of the Financial Planning Association of the East Bay. Prior to partnering with Richard, Peter managed portfolios for retirement plans, foundations, and mutual funds as a Managing Director of Fremont Investment Advisors, which is related to the Bechtel Family Office. He graduated from Santa Clara University with a degree in accounting, and holds an M.B.A. in Finance from Golden Gate University. Peter has discussed investment strategies on CNN, Bloomberg News and Business Week Online, and has been quoted in many financial publications.
Debra L. McNeill, CFA®
Debra provides investment research relating to equity holdings. She graduated from the University of California at Berkeley with a degree in Finance and Management Science and earned the Chartered Financial Analyst designation in 1989. She was previously employed by the Fremont Group as a portfolio manager and with C.M. Bidwell & Associates as a quantitative analyst. She has also held equity analyst positions with RCM Capital Management and Security Pacific Bank.
Alexander R. Landini, Wealth Manager
Alex works with clients in the development of their personal financial plans. He also maintains the firm’s portfolio management databases and assists in the production of client reports. Alex holds a B.S. degree in Business Administration from California State University, Chico and has been awarded the Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning. Also, in 2020, he completed the Personal Financial Planning certification program at UC Berkeley extension.
Bonnie P. Landini, Operations Manager
Bonnie meets our clients’ administrative and operational needs. She ensures that we provide a high level of client service. Her activities include the setting up of client accounts, quarterly reporting, account transfers and the overall maintenance of client trading records. She also provides complimentary notary services to all clients. Bonnie graduated with honors from Chapman University with a B.S. degree in Social Science.
Helen Hardy, Office Manager – Arizona
Helen is responsible for accounts payable and receivable, financial reporting, and various other accounting and bookkeeping activities. In addition, she performs general administrative duties for the Arizona office.