Fee-Only Investments & Financial Planning

Our Certified Financial Planners build investment portfolios
that serve your life goals

Richard Barros, Financial Planning Assistant


Background

I have eight years of experience working in Silicon Valley for a mid-sized data center providing managed IT services for clients. I joined Investor’s Capital Management in 2017 as a financial assistant. My responsibilities include processing account forms, scheduling, and working closely with our CFPs to manage new and existing accounts as well as follow up with client needs. I also assist with data storage and any IT-related projects that may arise.

Education

I am currently enrolled at the College of San Mateo. I am pursing my dream to enter the medical field and transfer to a four-year university, majoring in molecular biology.

Interests

I enjoy spending most of my recreational time outdoors hiking, swimming, and star gazing. I have a great interest in the anatomy of the human body, physical exercise, nutrition, and geology. I find joy in helping others as well as interacting in a social and professional environment.