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
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
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
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.
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.
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
Favorite quote: “Stopping advertising to save money is like stopping your watch to save time.” Henry Ford
Bojan Todorovic, Video Production Manager
Hometown: Nis, Serbia Favorite asset class: Business Education background: Science school Bora Stankovic Professional background: TV production
Favorite quote: “Opportunities don’t happen, you create them” Chris Grosser
Edward Smith, Social Media Analyst
Hometown: Boston Favorite asset class: Securities Education background: B.S. Operations Management Professional background: Sales and Marketing
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
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
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.
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
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.