Rick brings over 26 years of experience and his primary focus is comprehensive planning, including retirement and estate planning strategies, risk management, tax planning strategies, and liability management. Working closely with our clients other tax and legal advisors, he also assists families with succession planning, philanthropy and executive compensation planning. As a CERTIFIED FINANCIAL PLANNER, Family Wealth Advisor, and Alternative Investments Director, Rick is well-positioned to help clients and their families meet complex wealth management requirements. Rick has been active in the community and most recently served on the Board of Directors for the Valley Childrens Museum. He served as President of the Board of Directors for the Valley Childrens Museum from 2005-2007 and 2010-2011 as well as Treasurer in 2009. He served as Chairman of the Board for the Pleasanton Chamber of Commerce in 2001. Rick earned his Bachelor of Science degree in Finance from Cal Poly State University, San Luis Obispo. He lives in Alamo with Ana and their children: Nicolas, Danny, Olivia, Vivian, Ashlyn, and Carolina. He spends his free time camping, hiking, mountain biking, and coaching youth sports rick.beaumont@morganstanley.com CA Insurance License #: 0B50886, NMLS #: 1295551