Rick Raybin helps people properly plan and achieve their financial goals and dreams. With his assistance, clients are able to “do more”. Rick uses his education, and noteworthy professional background to bring informed insight, valuable ideas, and reliable guidance to each meeting.
Earlier in his career, Rick was a CPA with Coopers & Lybrand, and the CFO of RREEF, a nationally recognized real estate investment manager. While at RREEF, In 1982, Rick was a co-founder of NCREIF (National Council of Real Estate Investment Fiduciaries), which still exists to this day as a major provider of real estate-related indices. His educational credentials include a Bachelor of Arts degree in Economics from Bowdoin College, and an MBA from Columbia University’s Graduate School of Business with a specialization in finance and accounting.
In 2006 Rick founded Lifetime Capital Group, a boutique financial services firm. His driving philosophy behind running his independent firm is advice is personal meaning that the closer he gets to his clients the better their relationship becomes. His independence enables him to tap into other like-minded professionals to create an integrated solution for clients’ unique needs.
What sets Rick apart is his highly committed and creative approach to tailoring financial strategies for his clients.
Rick authored the book, Investing 3.0: What the Creators of Index Funds Discovered and How to Profit from It, in 2017. It walks the reader through Rick’s evidence-based approach to investing and how they can follow his approach themselves or find an advisor to help them.
Beyond working with clients, Rick supports his surrounding community with his expertise on financial matters by advising such organizations as The Friends of the San Francisco Public Library, Hillsborough Schools Foundation, Peninsula Temple Beth El, San Mateo Legal Aid Society, and the Palo Alto Rotary Foundation.
He is currently a Board Member and the Treasurer of the Peninsula Estate Planning Council, as well as a member of the Rotary Club of San Mateo.
In his spare time, Rick plays tennis, produces plays, and mentors his four adult children.