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About

Steve Parker - Founder

Steve is the Agent / Owner of the Parker Insurance Agency – Farmers Insurance.  For the past 35 – plus years, he has been a business professional; leading SF Bay Area companies and high performance teams to achieve breakthrough results.  His business leadership experience spans numerous industries, including legal, insurance, consumer products, recruiting, and manufacturing.

 

Steve is active in the San Mateo business community.  He was co-founder and member of the Board of Directors of The EDGE, Economic Development Growth Enterprise, a business non-profit that focuses on assisting businesses (particularly tech businesses) get started and stay in San Mateo.  He is a member of the Rotary Club of San Mateo and a member of various club operating committees.  Also, he currently serves as President and Director of the Peninsula Estate Planning Council, a non-profit organization that serves professionals who work in the area of Trust and Estates law. 

 

He is a fifth generation San Franciscan and has lived on the S.F. Peninsula all his life and currently resides in San Mateo.

Rick Raybin - Founder

Rick helps our clients 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 experience to bring informed insight, valuable ideas, and reliable guidance to each engagement. What sets Rick apart is his highly committed and creative approach to tailoring financial strategies for his clients.

 

He authored Investing 3.0: What the Creators of Index funds Discovered and How to Profit from It. He is currently collaborating with members of the team that created index funds with hopes of releasing a second book later this year.

In addition to his work at Peninsula Family Office, Rick is the CEO of Lifetime Capital Group, a boutique Registered Investment Advisor where he has been providing financial planning and investment planning and management advice since 2006. And in his spare time, he serves as the vice chairman of the finance committee of The Family Club where he also produces plays.

 

He is proud to be the dad of Aleen, Jason, Shelby and Haley and grandfather of Leona. Rick feels blessed to be married to Ramona and live in San Mateo.