Wealth Management Services

Tailored To You

  • Our ability to advise on multiple asset classes from Securities, to Business, to Real Estate sets us apart and allows us to provide the right solution to our clients  
  • We advise with a teachers heart seeing every opportunity as an opportunity to increase the financial IQ of our clientele 
  • Because we know that no two financial situations are the same, all of our advice is tailored to meet your needs
  • All of our communication is done remotely, allowing you the freedom to meet with an advisor when it is most convenient for you 
  • We’ve published our fee structure so that there are never any surprises 
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Engagement Approach

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Implementation Plan

  • Not sure where to start your investment journey? The implementation plan will get your finances to a place where it can start to contribute in a significant way to your investment strategy
  • Along with the 4 steps it takes to complete your implementation plan, you will receive helpful information material to read at your leisure
  • One 15 minute discovery call, followed by two 1 hour information sessions allowing our advisors to learn your specific situation and provide custom advice

Financial Coaching

  • Provides experienced insight on various financial situations dealing with real estate to general investment strategies
  • Work with advisors that have a teachers heart, our advisors are not here just to help money grow but to help people grow
  • A efficient way to receive financial advice from people who practice what they preach
  • No commitment to a long term plan allows for client flexibility, call us when you need us
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Club RINO+

  • Ready for a one-stop shop that answers all of your financial questions? Register now for Club RINO+ to gain exclusive access to all of our resources
  • Club RINO+ is the financial literacy ecosystem of the future. The RINO Lounge provides like-minded RINOs an opportunity to come together and learn
  • The Student Portal gives you access to all of the courses you have enrolled in, Wealth Guides and Wealth Checklists provides tips and best practices to build wealth, and financial calculators help you with financial goal setting
  • After taking our Real Estate Investing course you will have achieved a big enough portfolio that will need to be managed which is why we offer the owner portal to track your growing assets
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Debt Paydown Plan ($49)

  • If you want to start investing but have outstanding “bad debt” that needs to be reduced so you can increase your investment contributions. The Debt Paydown product will help you have an organized and straight forward path to getting your current debt under control.
  • The Debt Paydown product will utilize data that you provide based on your current income, cashflow, and different debt types in order to provide you with a personalized debt paydown strategy.

Personal Financial Score ($49)

  • If you are curious where you stand financially; The Personal Financial Score will give you gauge on how well you stack up based on your current financial status.
  • The Personal Financial score will utilize data that you provide based on your current income, asset mix, and overall net worth in order to provide you with a personalized score based on a variety of different factors.
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5 - Step Financial Consulting Phase

Step 1

Set Goals based on current income

Step 2

Financial Math: Calculate path to reach goals

Step 3

Assess Risk Level Tolerance

Step 4

Portfolio Consulting & Rebalancing

Step 5

Routine Benchmark of Progress towards goals

Client Communication / Workflow Levels

  • Scheduled Presentations
  • Progress Reports
  • Flexible Dates
  • Hourly Rates
  • Emergencies
  • Concise Review Sessions
  • Financial Event Consulting
  • Hourly Rates
  • Any Questions
  • Any Admin Documents
  • Fee Summaries
  • Online Club RINO+ Access
  • Online Meeting Scheduling
  • Online Payment Portal

Fee Structure

Real Estate Joint Ventures

Acquire Bank Statement’s or Proof of Funds.

Assess Cash on Cash return and Gross Equity Income with tax savings.

Once the assessment is complete, create a pro forma and enter into a JV agreement.

RINO INVEST Property Management will manage the execution of the pro forma.

Hakop Kupalyan, Social Media Manager

Hometown: North Hollywood, CA
Favorite asset class: Real Estate
Education background: B.S. Marketing
Professional background: E-commerce and Marketing

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Favorite quote:
“Stopping advertising to save money is like stopping your watch to save time.”
Henry Ford

Mercedes Cooper, Social Media Manager

Hometown: Durham, NC
Favorite asset class: Real Estate
Education background: NCCU (BFA) SCAD (MFA)
Professional background: My name is Mercedes and most of my professional background has been in customer service as well as the medical field. I went to school for acting and got my BFA and MFA in performing Arts! I have also, studied in digital marketing and am about to receive my certification for Digital Marketing (with my primary focus in Social Media Marketing).

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Favorite quote:
“If not me then who.”
Travis Manion

Edward Smith, Social Media Analyst

Hometown: Boston
Favorite asset class: Securities
Education background: B.S. Operations Management
Professional background: Sales and Marketing

E_Smith

Favorite quote:
“You do not find the happy life, you make it.”
Camilla Eyring Kimball

Spencer Park, Video Production Manager

Hometown: Bothell, WA
Favorite asset class: Business
Education background: Bachelor’s in Communications and Anthropology
Professional background: Event/Digital Marketing

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Favorite quote: “Be the change that you wish to see in the world.” Gandhi

Betty Soto, UX/UI Designer

Hometown: Beaumont, CA
Favorite asset class: Real Estate
Education background: West Coast Ultrasound Institute Associate of Science in Cardiovascular Sonography, Current student at Colorado Technical University majoring in Business Administration with a concentration in Digital Marketing.
Professional background: Cardiology Technician

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Favorite quote:
“Normality is a paved road: It’s comfortable to walk, but no flowers grow on it.”
Vincent van Gogh

Rahul Kulkarni, Asst. COO

Rahul Kulkarni serves as the Assistant Chief Operating Officer for RINO INVEST. In 1999 he earned a Bachelors degree in Mechanical Engineering before receiving his Masters in Business Administration with a concentration in Marketing from the University of Pune. In his spare time he enjoys bird watching and spending time with his wife and son.
Rahul

Favorite quote:
“I don’t believe in taking right decisions. I take decisions and make them right!”
Sir Ratan Tata

Diego Castiblanco, Web Admin

Diego Castiblanco works as the Web Developer of RINO INVEST, He got his degree in Computer Science from The Universidad Distrital Francisco José de Caldas in 2017, he worked as a full-time Web Developer in UpWork which is one of the best freelancing platforms, he got the Top Rated Plus tag due to his dedication and professionalism serving clients from start-ups to big companies.

Favorite quote:
“It’s not what happens to you, but how you react to it that matters.”
Epictetus

Barbara Babcock, Curriculum Designer

Barbara Babcock is a Learning and Development Consultant and Financial Educator. Her passion is creating technology-rich learning solutions for Fortune 500 clients in the finance, technology, and engineering industries. She holds a Masters Degree in Educational Technology Leadership from The George Washington University and an undergraduate degree in Economics from the University of Dallas. She is also an emerging professional photographer whose work has been shown in various locations in Austin and Santa Fe.

Favorite quote:
“Experience is making mistakes and learning from them.”
Bill Ackman

Matt Pettit, CIO

Matt Pettit serves as the Chief Investment Officer of RINO INVEST. He is a 2015 Graduate of Wofford College with a degree in Accounting. He also serves his country as a Captain in the United States Army Reserve.

Favorite quote:
“Money is a terrible master but an excellent servant.”
P.T. Barnum