What the ZRC Wealth Management Team Has Been Up To

NorCal Financial Planning Association FPA Conference

The annual NorCal FPA conference in San Francisco consistently sells out and this year’s conference in May was no exception. The conference’s “Power of Community” theme emphasized the importance of collaboration and support within our industry. Ryan and Barry were happy they attended.

During the conference, Ryan was able to meet with Michael Kitces, one of the financial planning industry’s thought leaders. Kitces has been a driving force in shaping the field, and his expertise and insights have had a profound impact. Meeting Michael in person was inspirational and informative.

Jacob Bentley – Intern

Please join us in welcoming our Summer Intern, Jacob Bentley. Jacob just completed his junior year at San Diego State University where he’s studying Business and Marketing. Jacob is excited to learn about the personal financial planning industry. We’re thrilled to have Jacob join the ZRC team for the summer and look forward to the many contributions he’ll make.

Ryan Kosakura CFA, CFP®- Wealth Advisor

This year has been filled with amazing opportunities to celebrate milestone birthdays, retirement announcements, and work achievements with my clients. I’ve been fortunate enough to accompany them on incredible adventures, such as trips to Belize, wine country, and even my recent thrilling four-day river rafting excursion down the Rogue River in Oregon. Witnessing firsthand the joy and fulfillment my clients experience when they achieve their dreams has been a constant source of inspiration for me.

Ryan’s wife, Cheryl Nobusada, was recently appointed as Board President of the Ruth Bancroft Garden in Walnut Creek. Cheryl began as a nursery volunteer and has spent time volunteering on various Garden events since she and Ryan became members in 2015. With this position, Cheryl combines her passion for gardening with her strong desire to help others live a more beautiful and fulfilling life.

Andrew Kirchner – Client Service & Portfolio Manager

In October, I have an exciting adventure planned in Dubai! I’m thrilled to visit the magnificent Burj Khalifa, the tallest structure in the world, and enjoy the breathtaking views from the luxurious lounge on the 154th floor. Another highlight will be exploring the fascinating Deep Dive Dubai, the world’s deepest pool, where I’ll immerse myself in an underwater town. Indulging in authentic Arabian cuisine at renowned restaurants is a must, and I can’t wait for thrilling excursions like 4-wheeling on the mesmerizing sand dunes and experiencing the adrenaline rush of a 1-kilometer zipline through the city.

Kevin Goulding CFP®- Wealth Advisor

In May, I gathered with 28 friends & family to hike the legendary Dipsea trail in Marin County. Braving rainy conditions, the group made the 8-mile trek from Mill Valley to Stinson Beach enjoying the stunning views of the surrounding landscape with towering redwoods, lush forests, and cascading waterfalls.

The Dipsea Trail is famous for the Dipsea Race, an annual trail race that has been held since 1905. The race follows the trail and attracts participants from around the world. It is one of the oldest trail races in the United States.

Barry Mendelson CFP®- Wealth Advisor & Managing Partner

In May, I joined the Board of Directors of Youth Homes, Inc. – a leading non-profit organization dedicated to providing safe and nurturing environments for at-risk foster youth. Since its founding in 1965 in the East Bay, Youth Homes has been at the forefront of providing comprehensive support to young people facing complex mental health and behavioral challenges. By offering a wide range of programs rooted in a trauma-informed approach to care, the organization has transformed the lives of countless youth and their families.

I am honored to join the Board of Directors at Youth Homes and contribute to the organization’s remarkable work. By providing comprehensive care and support to at-risk youth, we can make a profound impact on their lives and pave the way for a brighter future.

Kelly Gillette – Client Service Manager

One of my passions is COOKING! I may have, in fact, been a chef in my past life. 🙂 I enjoy making all types of meals – whether it’s a large, several course meal or a simple pack-n-go picnic you take to the beach.

For my birthday last year, Pat and Jayden gave me a cooking class at Sur La Table in the Montgomery Shopping Center here in Santa Rosa. Jayden also enjoys cooking, so we booked a class together for a Saturday evening. We prepared a hearty steak, crab cakes, lemon & garlic aioli, asparagus, and a delicious crème brûlée for dessert.

Jayden and I had an absolute blast hanging out together. There is something special about mother and son time doing something we both really enjoy. It was hands down one of the best gifts I have ever received. I find that many times, gifts of time and experiences far outweigh a material gift that might sit on your shelf or wind up in your closet. Spending time with the people you love the most, doing activities that bring you joy provides indelible memories that are gifts for the soul.