I bring a diversified background to the area of Fiduciary Services. The assistance I provide for my elderly mother has enlightened me to the need so many of our seniors have. Not only do I bring empathy and understanding to my clients, I bring a sound business, family oriented and a financially sound perspective.
I moved to the San Francisco bay area in 1980, raised a family, and enjoy the lifestyle, multi-cultural atmosphere and free spirited thinking that makes it a great place to live. My daughter is an experienced emergency room registered nurse and is now an Acute Care Pediatric Nurse Practitioner. My daughter in law is also a registered nurse at Stanford Medical Center . Both have made me more aware and understanding of our health care system, especially in senior needs.
I have operated successful businesses as well as assisted in the sale and transfer of ownership of other bay area businesses. In particular, I owned a successful wholesale supply business on the peninisula for 20 years, sold it, and transitioned my skills to business brokerage. Since 2006, I have been volunteering with SCORE at the San Francisco office of the Small Business Administration, mentoring future and present business owners.
I believe my interest in working and helping people comes from my early career in the hospitality business where I held executive and managerial positions in the hotel business. My alma mater is the world recognized Hospitality School at Florida International University and the State University of New York - Delhi campus.
California Licensed Professional Fiduciary, License #866. National Certified Guardian
My professional affiliations include the Professional Fiduciary Association of California (PFAC) and San Mateo County Bar Association (SMCBA).
“It is my honor to present to you, Richard, who is that rare individual that brings a combination of talent, intelligence, personality and experience that can assist any organization in exceeding their business goals.”
Gary Ettinger, Senior Vice President, Aston Hotels - Hawaii
“Richard Fivis is the consummate professional – hard working, responsive, credible, intelligent, caring decisive… And I would let him run or consult with any business I am a part of.”
Roger Flax, President, The Horizon Companies - Short Hills, NJ
“My accounting firm has done work with Richard since 1987. He is a serious business person who is professional and understands financial responsibility. He not only looked at the moment but was always concerned about tomorrow.”
Phil Conley, President, Conley and Associates - Lincoln, CA
“Good sounding board for business ideas and direction.”
“It really helped make me feel comfortable in the direction I was going, and I was given very solid advice as to how go about securing equity.”
Service area is San Mateo, Santa Clara, Marin, San Francisco Counties.
Call for a consultation at 650-689-5583 or email email@example.com.