◈ Homepage — http://rvwwealth.com/Accessibility Screen-Reader Guide, Feedback, and Issue Reporting | New window ABOUT US EVENTS VALUES AND PHILOSOPHY WEALTH WISDOM CENTER LEGACY RESOURCE CENTER GIVING BACK CLIENT LOGIN BLOG CONTACT Don't Miss Our Latest Blog Post! Stay updated with the newest insights and trends. Explore our newest article and keep yourself updated! Read the Latest Blog Post Our Focus The long-term financial well-being of every client. Our Methodology We employ an evidence-based portfolio design rooted in academia and Nobel prize winning economics designed to optimize expected rates of return. Our Wealth Team Every RVW Wealth advisor is a CPA, chartered financial analyst, or a personal financial planner. Our Three Core Values 1 We are fee-based managers whose sole financial goal is to help you reach yours in a planned and systemic manner. 2 We are your fiduciaries and always act solely in your best interests, which we place ahead of our own. 3 пинап We are absolutely objective and bottom-line oriented. 1win lucky jet Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Live Chat ◈ Interior Pages — 14 pages crawledEvents - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: Past Events RVW PRESENTATION June 8 th , 2023 RVW PRESENTATION May 11 th , 2023 RVW PRESENTATION February 23 rd , 2023 RVW WEBINAR November 16 th , 2022 RVW PRESENTATION October 8 th , 2022 RVW PRESENTATION September 8 th , 2022 RVW WEBINAR June 21 st , 2022 RVW Presentation May 26 th , 2022 RVW Presentation May 4 th , 2022 RVW Presentation March 29 th , 2022 RVW Presentation February 24 th , 2022 RVW VIRTUAL PRESENTATION January 20 th , 2022 RVW Virtual Presentation November 16 th , 2021 RVW Virtual Presentation June 15 th , 2021 RVW Special Webcast A Virtual Tour of Rome January 7 th , 2021 FIRESIDE CHAT WITH KEVIN O’LEARY November 12 th , 2020 RVW Wealth Webinar Adjusting the Sails of a Portfolio in a Changed Environment May 5 th , 2020 WEBINAR PRESENTATION Are We At The Beginning Of The Beginning Of The End Of Covid-19? April 14 th , 2020 RVW Wealth and BlackRock Webinar Discussion on Current Market Events and Tax Opportunities March 26 th , 2020 First Trust The Coronavirus Contraction March 17 th , 2020 First Trust RVW WealthWisdom: Important And Timely Insights From Leading Analysts March 17 th , 2020 Replay not available WEBINAR PRESENTATION CORONAVIRUS: IMPLICATIONS FOR THE ECONOMY AND FOR PORTFOLIOS March 2 nd , 2020 OPENING OF OUR NEW MEMPHIS OFFICE November 4 th , 2019 OPENING OF OUR NEW SAN FRANCISCO OFFICE September 26 th , 2019 OPEN HOUSE EVENT May 29 th , 2019 RVW Wealth Office PROFESSOR SHLOMO BENARTZI March 5 th , 2019 Waldorf Astoria JEFFREY I. ABRAMS ESQ. AND JORDAN FARRIS January 22 nd , 2019 Waldorf Astoria A WEBINAR PRESENTATION 2018 IN PERSPECTIVE: A LOOK BACK January 10 th , 2019 JAMES BOWERS December 18 th , 2018 RVW Wealth Office Kristina Hooper October 23 rd , 2018 Waldorf Astoria Lunch & Learn October 1 st , 2018 Lunch n’ Learn Prof. Jeremy Siegel June 5 th , 2018 Waldorf Astoria Rob Kron May 8 th , 2018 Waldorf Astoria Lunch & Learn February 21 st , 2018 RVW Wealth Office Prof. Jeremy Siegel February 15 th , 2018 RVW Conference Call David Lebovitz January 30 th , 2018 Waldorf Astoria Selwyn & Jonathan Gerber December 11 th , 2017 RVW Wealth Office Gerber & Co. November 16 th , 2017 RVW Wealth Office Arne Noack August 8 th , 2017 Waldorf Astoria Jeremy D. Schwartz April 26 th , 2017 Culver Hotel Brian Wesbury January 27 th , 2017 Culver Hotel Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy LinkedIn This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent About Us - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: About Us At RVW Wealth, we are dedicated to delivering the highest quality investment management and related services to our clients. RVW Wealth, LLC was founded in 2006 by senior partners of a successful CPA firm (Gerber & Co. Inc.) which was formed in 1986. Drawing from our legacy experience, our wealth team includes CPAs, personal financial planners, tax specialists, and economists – all to provide you with the sound perspectives you need to invest intelligently. Today’s investors yearn for objective, simple and low cost advice from fiduciaries they can trust. We believe in providing investment advice using time-tested investment methodologies that are based on extensive quantitative methods and sound research. Our goal, within your stated levels of acceptable risk, is to attain your investment objectives so that you can enjoy the pleasures of daily living. *Registration of an investment advisor does not imply any level of skill or training. Investing in individual stocks can be an efficient way to manage fees compared to mutual or index funds. Unlike funds that charge ongoing management fees, with stocks, you only incur costs when purchasing or selling shares. These transaction fees are straightforward and typically lower the longer you hold onto your investment. This reduction in long-term ownership costs makes individual stocks a compelling choice for cost-conscious investors. Since fees directly impact your overall returns, minimizing them can significantly enhance your portfolio’s performance over time. Moreover, owning individual stocks allows for greater control over your investments, enabling you to focus on companies and industries you believe in. For those looking to optimize their financial strategies, exploring tools and resources like purchasing on this website can also provide convenience and value in managing related expenses. By carefully considering transaction costs and holding periods, you can maximize the profitability of your stock investments while maintaining a lean and effective financial plan. Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy Company This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Suda Compliance - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: ADV Part 2b - All RVW Investor Advisors Individual Brochures ADV Part 2A RVW Wealth Firm Brochure ADV Part 3 Form CRS RVW Privacy Notice Form ADV Part 1 RVW Wealth RVW’s Investment Management Agreement RVW Material Changes TJP Fees Portfolios may include investments in funds that are not structured as ETFs. With respect to sales of insurance products and/or annuities, be advised that RVW Insurance Services LLC is an affiliated entity and does not act as a fiduciary since it receives commissions and other compensation from the issuers.   Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy URL This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Sweden Switzerland Syria Arab Republic Taiwan Tajikistan Tanzania, the United Republic of Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkmenistan Turks and Caicos Islands Tuvalu Türkiye US Minor Outlying Islands Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Venezuela Viet Nam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands Country Phone Number * Occupation * Investable Assets * Notes × Donovan Schafer, CFA Head of Research Donovan is the Head of Research at RVW. After graduating cum laude from USC with a degree in electrical engineering, he trotted off to West Virginia to work for four years as a petroleum engineer in the exciting new Marcellus shale natural gas development. He later led the effort to permit a $160 million natural gas storage field in Colorado. Dealing with the economic aspects of oil and gas production inspired him to advise investors on oil and gas investments and later take and pass all three of the CFA (Chartered Financial Analyst) examinations. Since then, he has focused full-time on advising clients in accordance with RVW’s sound principles of investing. When he’s not working, Donovan enjoys traveling and spending time with his family. He’s been to more than 20 countries, including Estonia, Singapore, Japan, the Czech Republic, and many more. × Selwyn Gerber, CPA, PFP Chairman Selwyn Legacy Resource Center - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: RVW Legacy Resource Center “The Wealth Which Cannot Be Measured” The RVW Legacy Resource Center provides highly personalized and professional advice, counsel and resources to successful and philanthropic individuals, couples and families, private foundations and non-profit organizations in helping to strategically identify, nurture and sustain each client’s long-term legacy goals. These advisory services for RVW Wealth clients include: Legacy Letters (Ethical Wills): Assisting family members in developing a written blueprint of essential values and principles. Digital Archives: Access to RVW digital archive which assists family members in assembling and creating digital archives of documents in six critical areas (My Life, Health & Medical, Financial, Legal, Eldercare and “After I’m Gone”). Impact Investing: Aligning family values and mission statements with investment portfolios. Philanthropic Counseling: Grant and program development, evaluation and management, including assisting with research, due diligence, grant making decisions, negotiations of donor agreements and fund administration. Succession/Next Generation Planning: Inter-generational and intra-family succession planning, as well as dispute mediation and resolution. These services are provided at no cost to RVW Wealth clients and form a critical part of the three pillars of RVW’s stewardship role:  Wealth planning, Tax planning and Legacy planning.   Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy Instagram This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Sweden Switzerland Syria Arab Republic Taiwan Tajikistan Tanzania, the United Republic of Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkmenistan Turks and Caicos Islands Tuvalu Türkiye US Minor Outlying Islands Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Venezuela Viet Nam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands Country Phone Number * Occupation * Investable Assets * Notes × Donovan Schafer, C Values And Philosophy - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: Values We believe in honesty and integrity. We take pride in our role as fiduciaries and we act accordingly. When we put our clients’ interests first it helps us sleep well at night knowing that we’ve done the right thing so that our clients can sleep well, too. Philosophy We believe in nothing that hasn’t been substantiated through the academic, peer-reviewed process. We abide by the theories of modern finance and those promulgated by Nobel Prize-winning professors in the field of finance.  They are the giants on whose shoulders we stand. Risk Management We sit down with all of our clients and follow up regularly to stay abreast of what risks are suitable for their current circumstances. The science of capital markets can never tell a specific person how much risk he or she should be willing to take. That is a very personal and individualized consideration. The role of the financial advisor, when properly performed, is to tailor the implications of capital markets theory to the individual needs and circumstances of each unique client. Research: Keeping Up With The News That Matters At RVW Wealth, we pay attention to current events, but we don’t let ourselves drown in the deluge of tweets and hypothesized catastrophes. Rather than wringing our hands as each new headline emerges, we focus instead on the more meaningful developments within the field of finance itself. We stay on the cutting-edge of what science has demonstrated to be the most reliable and consistent way to grow wealth. Step 1 Through an in-depth discussion of your current needs and future goals we come to understand you as an individual client, a unique, one-of-a-kind person. Step 2 We then chart a course to get you from where you are to where you want to be, while staying within your comfort zone along the way. Step 3 After the initial portfolio and allocations have been designed, you can kick back, relax, and rest knowing you are in good hands. Of course, we will do regular follow-up to make sure the plan still fits your life circumstances and goals (Hey! Goals can change, too, and that’s okay.). For those managing health alongside finances, you can on this website to streamline access to essential treatments. By integrating tailored advice with a deep understanding of client priorities, we aim to deliver strategies that balance opportunity with security. Our goal is to empower clients, helping them navigate market complexities while addressing their unique concerns with clarity and precision. This approach ensures that financial plans remain both adaptable and resilient in an ever-changing economic landscape. Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy URL This field is for validation purposes and should be left unchanged. 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Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy Comments This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Sweden Switzerland Syria Arab Republic Taiwan Tajikistan Tanzania, the United Republic of Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkmenistan Turks and Caicos Islands Tuvalu Türkiye US Minor Outlying Islands Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Venezuela Viet Nam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands Country Phone Number * Occupation * Investable Assets * Notes × Donovan Schafer, CFA Head of Research Donovan is the Head of Research at RVW. After graduating cum laude from USC with a degree in electrical engineering, he trotted off to West Virginia to work for four years as a petroleum engineer in the exciting new Marcellus shale natural gas development. He later led the effort to permit a $160 million natural gas storage field in Colorado. Dealing with the economic aspects of oil and gas production inspired him to advise investors on oil and gas investments and later take and pass all three of the CFA (Chartered Financial Analyst) examinations. Since then, he has focused full-time on advising clients in accordance with RVW’s sound principles of investing. When he’s not working, Donovan enjoys traveling and spending time with his family. He’s been to more than 20 countries, including Estonia, Singapore, Japan, the Czech Republic, and many more. × Selwyn Gerber, CPA, PFP Chairman Selwyn is the Co-Founder and Chief Strategist of RVW. He has authored 2 books, is a frequent radio guest and has appeared on television. He is a 40 year veteran of guiding the financial lives of high net worth clients. Selwyn founded Gerber & Co Inc (now a thriving 45-person full-service CPA firm) in 1986 after Leading Financial Advisors In Los Angeles | RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: Independent Investment Advice We are your fiduciaries and always act in your best interest—placing your interests ahead of our own. Learn More Don't Miss Our Latest Blog Post! Stay updated with the newest insights and trends. Explore our newest article and keep yourself updated! Read the Latest Blog Post Our Focus The long-term financial well-being of every client. Our Methodology We employ an evidence-based portfolio design rooted in academia and Nobel prize winning economics designed to optimize expected rates of return. Our Wealth Team Every RVW Wealth advisor is a CPA, chartered financial analyst, or a personal financial planner. Our Three Core Values 1 We are fee-based managers whose sole financial goal is to help you reach yours in a planned and systemic manner. 2 We are your fiduciaries and always act solely in your best interests, which we place ahead of our own. 3 пинап We are absolutely objective and bottom-line oriented. 1win lucky jet Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy Facebook This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Sweden Switzerland Syria Arab Republic Taiwan Tajikistan Tanzania, the United Republic of Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkmenistan Turks and Caicos Islands Tuvalu Türkiye US Minor Outlying Islands Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Venezuela Viet Nam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands Country Phone Number * Occupation * Investable Assets * Notes × Donovan Schafer, CFA Head of Research Donovan is the Head of Research at RVW. After graduating cum laude from USC with a degree in electrical engineering, he trotted off to West Virginia to work for four years as a petroleum engineer in the exciting new Marcellus shale natural gas development. He later led the effort to permit a $160 million natural gas storage field in Colorado. Dealing with the economic aspects of oil and gas production inspired him to advise inves Episode Archive - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: October 25, 2021 Introductory Episode RVW Wealth Introductory Episode Play Episode Pause Episode Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds 00:00 / 8:57 Subscribe Share RSS Feed Share Link Embed Download file | Duration: 8:57 | Recorded on October 1, 2018 In this episode, Selwyn Gerber, Jonathan Gerber, and Stephen Seo introduce the RVW WealthWisdom podcast, explain where they will be taking this podcast in future episodes, and cover some practical tips for investors. The RVW WealthWisdom podcast is a production of RVW Wealth LLC. Read More Investment Tax Issues RVW Wealth Investment Tax Issues Play Episode Pause Episode Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds 00:00 / 8:26 Subscribe Share RSS Feed Share Link Embed Download file | Duration: 8:26 | Recorded on October 15, 2018 In this edition of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo provide practical and relevant information about the tax impacts of various investment considerations. The RVW WealthWisdom podcast is a production of RVW Wealth LLC. Read More Kristina Hooper talks about trade war impacts RVW Wealth Kristina Hooper talks about trade war impacts Play Episode Pause Episode Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds 00:00 / 14:40 Subscribe Share RSS Feed Share Link Embed Download file | Duration: 14:40 | Recorded on October 29, 2018 In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo talk with Kristina Hooper about the likely impacts of trade policy on financial markets, Fed policy, inflation, and other matters. Special attention is given to the infamous “inverted yield curve” (what to think about it and […] Read More Daniel Prince talks about BlackRock’s QUAL ETF and Factor-Based Investing RVW Wealth Daniel Prince talks about BlackRock's QUAL ETF and Factor-Based Investing Play Episode Pause Episode Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds 00:00 / 23:36 Subscribe Share RSS Feed Share Link Embed Download file | Duration: 23:36 | Recorded on December 4, 2018 In this episode of the RVW WealthWisdom podcast, Jonathan Gerber and Stephen Seo talk with BlackRock’s Daniel Prince about BlackRock’s QUAL ETF. They discuss what “quality” means as a factor, how it’s measured, and how factor-based investing compares to market-cap weighted investing. They also discuss how these attributes of “quality” might […] Read More David Soffer talks about Estate Planning RVW Wealth David Soffer talks about Estate Planning Play Episode Pause Episode Mute/Unmute Episode Rewind 10 Seconds 1x Fast Forward 30 seconds 00:00 / 15:15 Subscribe Share RSS Feed Share Link Embed Download file | Duration: 15:15 | Recorded on January 3, 2019 In this episode of the RVW WealthWisdom podcast, Selwyn Gerber and Jonathan Gerber talk with estate planning attorney David Soffer to discuss the in’s and out’s of estate planning. They discuss the differences between a comprehensive estate plan and a will, how to avoid probate, the function of a living trust, […] Read More 1 2 3 Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria https://www.facebook.com/RVWwealth/videos/1960731693998571/ × August 8th, 2017 Waldorf Astoria https://www.facebook.com/RVWwealth/videos/1614920545246356/ × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy Instagram This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Blog - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for:   April 30, 2026. April 30, 2026 RVW Quarterly Newsletter 30 Apr 2026 wealth_admin Uncategorized Comments Off on RVW Quarterly Newsletter After a strong 2025 performance, the current year has so far unfolded in an environment marked by geopolitical tension and episodes of war—conditions that might typically undermine confidence. Yet both the global economy and equity markets have demonstrated notable resilience. This strength has been anchored in two closely connected forces: continued […] Read More March 26, 2026 What We Really Pass Down 26 Mar 2026 wealth_admin Uncategorized Comments Off on What We Really Pass Down This past Sunday, my parents brought together as much of our family as they could—siblings, nieces and nephews, cousins, aunts and uncles—for an extended day of lawn bowls at Roxbury Park. At one level, it was simple. A beautiful day. A casual game. Time together. But it was also something more. […] Read More March 13, 2026 The Savvy Investor’s Guide to Navigating Crises 13 Mar 2026 wealth_admin Uncategorized Comments Off on The Savvy Investor’s Guide to Navigating Crises Wars such as the one unfolding in Iran currently are always disturbing. For investors, there’s additional concern over whether these conflicts will spill over into their investment performance. But it’s important for investors to be cautious about making asset allocation changes in response to such events. Markets are forward-looking. Prices move […] Read More February 12, 2026 RVW Quarterly Newsletter 12 Feb 2026 wealth_admin Uncategorized Comments Off on RVW Quarterly Newsletter The 2025 calendar year proved to be a testament to market resilience, characterized by a dramatic “V-shaped” recovery that saw major indices overcome significant policy-driven volatility to finish near record highs. While the year was marked by geopolitical shifts and domestic policy changes, the underlying strength of the American consumer and […] Read More November 13, 2025 Your Year-End Financial Checklist: Wrap Up Before 2026 13 Nov 2025 wealth_admin Uncategorized Comments Off on Your Year-End Financial Checklist: Wrap Up Before 2026 Surprises are for birthdays. Not for tax time ® Here’s a checklist of our top recommendations to help you make the most of your opportunities before December 31. Even a few proactive steps now can help you feel more organized and ready for the year ahead.  After year-end almost all tax […] Read More 1 2 … 21   Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria https://www.facebook.com/RVWwealth/videos/1960731693998571/ × August 8th, 2017 Waldorf Astoria https://www.facebook.com/RVWwealth/videos/1614920545246356/ × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy LinkedIn This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Trista Current News - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: Current News Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy Instagram This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Sweden Switzerland Syria Arab Republic Taiwan Tajikistan Tanzania, the United Republic of Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkmenistan Turks and Caicos Islands Tuvalu Türkiye US Minor Outlying Islands Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Venezuela Viet Nam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands Country Phone Number * Occupation * Investable Assets * Notes × Donovan Schafer, CFA Head of Research Donovan is the Head of Research at RVW. After graduating cum laude from USC with a degree in electrical engineering, he trotted off to West Virginia to work for four years as a petroleum engineer in the exciting new Marcellus shale natural gas development. He later led the effort to permit a $160 million natural gas storage field in Colorado. Dealing with the economic aspects of oil and gas production inspired him to advise investors on oil and gas investments and later take and pass all three of the CFA (Chartered Financial Analyst) examinations. Since then, he has focused full-time on advising clients in accordance with RVW’s sound principles of investing. When he’s not working, Donovan enjoys traveling and spending time with his family. He’s been to more than 20 countries, including Estonia, Singapore, Japan, the Czech Republic, and many more. × Selwyn Gerber, CPA, PFP Chairman Selwyn is the Co-Founder and Chief Strategist of RVW. He has authored 2 books, is a frequent radio guest and has appeared on television. He is a 40 year veteran of guiding the financial lives of high net worth clients. Selwyn founded Gerber & Co Inc (now a thriving 45-person full-service CPA firm) in 1986 after having been a partner at the most prestigious Business Management firm in Los Angeles where his personal clients included some of Hollywood’s leading celebrities. His undergraduate and post-graduate studies were all a Search Videos - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: 21 videos found 43:53 Investing & Tax Strategies For 2023 And Beyond 15:01 Tax and Estate Planning Overview 55:25 RVW Wealth Webcast: A Post-Election Fireside Chat with Kevin O’Leary & Connor O’Brien 11/12/2020 43:03 RVW/Blackrock Webinar 3/26/2020 02:37 2 Minute RVW WealthWisdom: Why Active Management Generally Underperforms RVW WealthWisdom: The Mindset of Successful Investors – How to Think About Equity Investing 10:33 RVW IntelliBeta: The Science of Capital Markets 04:05 Evidence Based Investing 01:25 Three Questions to Ask your Prospective Advisor 02:40 Selwyn Gerber & Jonathan Gerber Explain RVW Wealth 03:04 The RVW Approach 05:15 Risk Vs. Volatility 04:03 Why Cash Is The Last Thing Smart Philanthropists Donate 52:54 Prof Jeremy Siegel 01:59 Tuning Out The Noise 1 2 » Page 1 of 2 Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy Company This field is for validation purposes and should be left unchanged. 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After graduating cum laude from USC with a degree in electrical engineering, he trotted off to West Virginia to work for four years as a petroleum engineer in the exciting new Marcellus shale natural gas development. He later led the effort to permit a $160 million natural gas storage field in Colorado. Dealing with the economic aspects of oil and gas production inspired him to advise investors on oil and gas investments and later take and pass all three of the CFA (Chartered Financial Analyst) examinations. Since then, he has focused full-time on advising clients in acco Rvw wealth - Contact Us tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: We’d love to hear from you! Los Angeles Office 1880 Century Park East, Suite 200, Los Angeles, CA 90067 (310) 945-4000 Instagram This field is for validation purposes and should be left unchanged. Name * Email * Subject Message * Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. RVW Wealth, LLC | 1880 Century Park East, Suite 200 | Los Angeles, CA 90067 | (310) 945-4000 Rankings published by magazines generally base their selections on information prepared / submitted by the adviser. Rankings are generally limited to participating advisers. RVW Wealth, LLC has been ranked in the L A Business Journal, Forbes' 2025 Top RIA Firms and others. We have a reasonable basis to believe that the questionnaires, surveys, and/or vetting process used in preparation of these rankings were structured to be fair and balanced and did not produce predetermined results. If applicable, compensation, either directly or indirectly, was provided to the rating sources. Create a Menu 11may   CLOSE February 23rd 2023 × RVW Webinar × RVW Presentation × RVW Virtual Presentation × RVW Virtual Presentation × RVW VIRTUAL PRESENTATION January 20th, 2022 × January 7th 2021, RVW Special Webcast: A Virtual Tour of Rome × November 12th, 2020, Fireside chat with Kevin O'leary × May 5th, 2020 × March 26th, 2020 × March 17, 2020, The Coronavirus Contraction × March 17th, 2020 × March 2nd, 2020 × April 14th, 2020 × April 26th, 2017 Culver Hotel × March 5th, 2019 Waldorf Astoria × January 22nd, 2019 Waldorf Astoria × May 8th, 2018 Waldorf Astoria Social Security Posted by RVW Wealth on Tuesday, May 8, 2018 × August 8th, 2017 Waldorf Astoria RVW Wealth Advisory with Deutsche Bank at the Waldorf Astoria Hotel Beverly Hills - Everything You Need to Know about ETFs Posted by RVW Wealth on Thursday, August 17, 2017 × January 30th, 2018 Waldorf Astoria × January 27th, 2017 Culver Hotel × December 11th, 2017 RVW Wealth Office × February 15th, 2018 RVW Conference Call × June 5th, 2018 Waldorf Astoria × October 23rd, 2018 Waldorf Astoria × Request Book Copy Name This field is for validation purposes and should be left unchanged. 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Ms. Name * First Last Email Address * Home Address * Street Address City State / Province / Region Postal / Zip Code Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antarctica Antigua and Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire, Sint Eustatius and Saba Bosnia and Herzegovina Botswana Bouvet Island Brazil British Indian Ocean Territory Brunei Darussalam Bulgaria Burkina Faso Burundi Cabo Verde Cambodia Cameroon Canada Cayman Islands Central African Republic Chad Chile China Christmas Island Cocos Islands Colombia Comoros Congo Congo, Democratic Republic of the Cook Islands Costa Rica Croatia Cuba Curaçao Cyprus Czechia Côte d'Ivoire Denmark Djibouti Dominica Dominican Republic Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Eswatini Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Territories Gabon Gambia Georgia Germany Ghana Gibraltar Greece Greenland Grenada Guadeloupe Guam Guatemala Guernsey Guinea Guinea-Bissau Guyana Haiti Heard Island and McDonald Islands Holy See Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jersey Jordan Kazakhstan Kenya Kiribati Korea, Democratic People's Republic of Korea, Republic of Kuwait Kyrgyzstan Lao People's Democratic Republic Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macao Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Micronesia Moldova Monaco Mongolia Montenegro Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island North Macedonia Northern Mariana Islands Norway Oman Pakistan Palau Palestine, State of Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Poland Portugal Puerto Rico Qatar Romania Russian Federation Rwanda Réunion Saint Barthélemy Saint Helena, Ascension and Tristan da Cunha Saint Kitts and Nevis Saint Lucia Saint Martin Saint Pierre and Miquelon Saint Vincent and the Grenadines Samoa San Marino Sao Tome and Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Sint Maarten Slovakia Slovenia Solomon Islands Somalia South Africa South Georgia and the South Sandwich Islands South Sudan Spain Sri Lanka Sudan Suriname Svalbard and Jan Mayen Sweden Switzerland Syria Arab Republic Taiwan Tajikistan Tanzania, the United Republic of Thailand Timor-Leste Togo Tokelau Tonga Trinidad and Tobago Tunisia Turkmenistan Turks and Caicos Islands Tuvalu Türkiye US Minor Outlying Islands Uganda Ukraine United Arab Emirates United Kingdom United States Uruguay Uzbekistan Vanuatu Venezuela Viet Nam Virgin Islands, British Virgin Islands, U.S. Wallis and Futuna Western Sahara Yemen Zambia Zimbabwe Åland Islands Country Phone Number * Occupation * Investable Assets * Notes × Donovan Schafer, CFA Head of Research Donovan is the Head of Research at RVW. After graduating cum laude from USC with a degree in electrical engineering, he trotted off to West Virginia to work for four years as a petroleum engineer in the exciting new Marcellus shale natural gas development. He later led the effort to permit a $160 million natural gas storage field in Colorado. Dealing with the economic aspects of oil and gas production inspired him to advise investors on oil and gas investments and later take and pass all three of the CFA (Chartered Financial Analyst) examinations. Since then, he has focused full-time on advising clients in accordance with RVW’s sound principles of investing. When he’s not working, Donovan enjoys traveling and spending time with his family. He’s been to more than 20 countries, including Estonia, Singapore, Japan, the Czech Republic, and many more. × Selwyn Gerber, CPA, PFP Chairman Selwyn is the Co-Founder and Chief Strategist of RVW. He has authored 2 books, is a frequent radio guest and has appeared on television. He is a 40 year veteran of guiding the financial lives of high net worth clients. Selwyn founded Gerber & Co Inc (now a thriving 45-person full-service CPA firm) in 1986 after having Giving Back tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: Giving Back Here are some of the philanthropies we actively support: A Place Called Home A Place Called Home A Place Called Home (APCH) is dedicated to empowering the youth of South Los Angeles by providing a safe and nurturing environment. The organization offers comprehensive programs in education, arts, mental health, and career readiness to help young people overcome challenges and achieve their full potential. APCH’s mission includes fostering personal development, promoting nonviolence, and encouraging community involvement, ultimately guiding youth toward success and positive social impact. One to One Children's Fund One to One Children’s Fund The One to One Children’s Fund’s “First 1,000 Days” initiative focuses on improving the health and development of impoverished children in Africa during their critical early years. The program provides proactive healthcare and support to vulnerable mothers and children, significantly reducing mother-to-child HIV transmission. It also empowers local women to deliver essential services and equips parents with tools to foster early childhood development, aiming for long-term, sustainable impact within the local community and now prides expertise and training to centers around the world. Jewish Federation of Los Angeles Jewish Federation of Los Angeles The Jewish Federation of Greater Los Angeles is dedicated to creating a vibrant, secure, and connected Jewish community in Los Angeles, Israel, and globally. It focuses on fighting poverty to a broad population of all creeds and groupings, combating antisemitism, and fostering Jewish identity and leadership. Through partnerships and community engagement, the Federation works to ensure a thriving Jewish future while providing care and support for those in need. It also supports the needy and the powerless in the greater Los Angeles area and around the world. Moshava Alevy Moshava Alevy Moshava Alevy operates at the Dovid Oved Retreat Center, a beautiful 78-acre campus in the picturesque San Bernardino mountains. Moshava Alevy aims to strengthen the relationship between youth, their Jewish identity, and the land of Israel. Through immersive, year-round programs, the camp promotes a deep connection to Jewish heritage, its values and community. Moshava Alevy provides a supportive environment where campers can grow spiritually, emotionally, and socially. There is a large emphasis on caring for the disabled and challenged community. The center used by a wide variety of organizations throughout the year. Bnei Akiva of Los Angeles Bnei Akiva of Los Angeles Bnei Akiva of Los Angeles aims to develop the next generation of leaders within the Jewish community through year-round educational programming. By fostering a deep love for all things Jewish, the organization empowers youth to become active contributors and leaders. High schoolers often take on leadership roles, guiding younger participants and reinforcing the treasured values. The Zeits Foundation The Zeits Foundation The Zeitz Foundation is committed to promoting sustainable development through its “4C” philosophy: Conservation, Community, Culture, and Commerce. The organization supports projects that protect biodiversity, enhance community well-being, preserve cultural heritage, and encourage sustainable commerce. Their mission is to create a lasting, positive impact on the environment and society by fostering holistic and inclusive approaches to conservation and development. The Zeitz Museum of Contemporary Art Africa is a public non-profit museum in Cape Town, South Africa. Zeitz MOCAA opened on September 22, 2017 as the largest museum of contemporary African art. Food on Foot Food on Foot Food on Foot is dedicated to helping unhoused and low-income individuals in Los Angeles by providing nutritious meals, clothing, and a path to self-sufficiency. Their programs include a weekly meal distribution and a Jobs & Housing program, which offers life-skills training, full-time employment, and permanent housing to help participants reintegrate into society with confidence. The organization aims to address the root causes of homelessness and support individuals in building stable, independent lives. The Cornerstone Village The Cornerstone Village The Cornerstone Village is an inclusive community in Los Angeles that empowers individuals with intellectual and developmental differences to live independently. The organization promotes active and healthy living through a variety of supportive services and programs tailored to residents’ needs. It aims to create a model of disability acceptance and community integration that can be replicated nationwide. The MAA Trust The MAA Trust The Maa Trust works with community-owned conservancies in the Maasai Mara, Kenya, to enhance the benefits of conservation for local Maasai families. The organization focuses on empowering communities through education, sustainable livelihoods, and promoting conservation practices that ensure the long-term protection of wildlife and natural resources. Their approach includes directly involving local people in decision-making and providing opportunities for economic development, ultimately fostering self-reliance and conservation awareness. Our Big kitchen LA Our Big kitchen LA Our Big Kitchen Los Angeles (OBKLA) is a community-run, non-denominational kitchen that prepares and distributes nutritious meals to those in need across Los Angeles. The organization empowers volunteers to make a positive impact by cooking high-quality, kosher meals, which are then distributed by charity partners to various social service organizations. OBKLA aims to address food insecurity while fostering a sense of community and purpose among volunteers. Yachad Yachad Moshava Alevy proudly hosts a Yachad program, enabling campers and counselors with disabilities to fully participate in the summer camp experience. This opportunity fosters independence, growth, and joy for them and their families. At the same time, it enriches the broader camp community by allowing all campers to live, learn, and grow alongside peers with diverse abilities. Chai Lifeline Chai Lifeline Chai Lifeline brings joy, hope, and steadfast support to children and families facing serious illness, trauma, or loss. Through a rich array of programs—ranging from medically staffed overnight camps and after-school support to counseling, educational assistance, crisis response, and hospital services—they nurture resilience, connection, and healing. And most importantly, every service is offered free of charge, ensuring that families receive compassionate care without added burden. Please call to find out more about our firm and what we can provide (310) 945-4000 1880 Century Park East, Suite 200 Los Angeles, CA 90067 Each RVW Portfolio is tailored to respond to the needs of the investor for income, growth and safety. Important Disclaimer: Past performance is not indicative of likely future results. This does not constitute or contain an offer to sell or a solicitation of an offer to buy any securities, nor does it constitute professional or investment advice. Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Your RVW Team - RVW Wealth tags of your HTML page --> --> About Us About Us Your RVW Team Events Values And Philosophy Wealth Wisdom Center Podcast Videos Current News Legacy Resource Center Giving Back Client Login Fidelity Schwab Blog Contact Search for: Your RVW Team An investment plan is only as good as the research and people behind it. RVW’s senior investment professionals constitute a highly-skilled team of CPAs, Personal Financial Planners, tax specialists, and economists. Selwyn Gerber Chairman & Chief Strategist Jonathan Gerber President & C.E.O. Loren Gesas Senior. V.P Wealth Advisor Jesse Picunko V.P Strategy Shuey Wyne V.P. Wealth Advisor Kelly Sueoka Portfolio Manager APRIL TAYLOR Life Insurance Supervisor for RVW Insurance Solutions* & Compliance Administrator* JEFFRY NIEDERMEYER V.P. 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Rely only on information contained in the official prospectus and other materials provided by the custodian and relevant fund managers. This website may contain material errors or omissions and includes hypothetical illustrations that may not recur. Invest only after carefully reviewing all offering documents, including the prospectus, and consult with your financial, legal, and tax advisors before making any investment decisions. Capital not guaranteed. All investing involves risk. Compliance RVW Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. More information about RVW Wealth, LLC is available on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov . © 2025 RVW Wealth, LLC. All rights reserved. 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After graduating cum laude from USC with a degree in electrical engineering, he trotted off to West Virginia to work for four years as a petroleum engineer in the exciting new Marcellus shale natural gas development. He later led the effort to permit a $160 million natural gas storage field in Colorado. Dealing with the economic aspects of oil and gas production inspired him to advise investors on oil and gas investment