RHS Financial

Specialties

We are a financial advisory firm that focuses on helping successful professionals in the biotech and technology industries develop customized comprehensive wealth management solutions that help them achieve their financial goals. We believe trust, education and teamwork are essential to a lasting financial advisory relationship so therefore, we start at the beginning and take the time to fully understand who you are and what matters most to you. As a team, we will work together to develop goals and build financial solutions that both start and end with you.

History

Established in 2009.

RHS Financial was founded by Risley Sams, CFP®, MBA in 2009. He started in the Finance industry and managed high net worth client’s money at Smith Barney, Bear Stearns and Merrill Lynch before founding his own firm. All his client’s assets are custodianed at Charles Schwab, a leader in the independent brokerage business. RHS specializes in integrating financial planning and estate planning with active money management to help clients towards achieving their financial goals.

Meet the Business Owner

Risley S.

Business Owner

Risley Sams, CFP® MBA

Current:

Principal at RHS Financial

Past:

Senior Financial Advisor at Merrill Lynch

Vice President at Bear Stearns

Founder — Managing Director at California Modern Gallery

Financial Advisor at Smith Barney

Education:

Purdue University — Krannert School of Management

Purdue University

California State University-​Chico