Rhonda Staelgraeve-Secor creates and implements comprehensive family wealth and business succession plans for select clientele with complex financial and estate structures. She is an advocate for her clients, who trust her with their financial, family legacy, estate, and business planning goals. Rhonda is highly adept at making the complex understandable and in providing her clients with peace of mind. She excels in coordinating tax, legal, banking, investment, and insurance professionals on her clients’ behalf, to efficiently implement effective and distinct solutions.
Prior to starting her own firm, Rhonda served clients through nearly 20 years of employment in senior relationship management roles with two world-renowned Private Bank firms. In those roles, she was responsible for providing comprehensive wealth management, wealth planning, and private banking services to highly successful business owners and families. During her employment with these firms, Rhonda served on several national advisory boards focusing on client service excellence and business succession planning. Rhonda has served in numerous industry, community service, and non-profit organizations.
Rhonda is a Certified Financial Planner Professional and holds the Master Planner of Advanced Studies designation. She is a member of the Financial Planning Association.
Rhonda earned her Master of Science degree in Personal Financial Planning from the College for Financial Planning, Centennial, CO, and a Bachelor of Science degree in Business Administration from California State University, Fresno.
Currently, she resides in San Juan Bautista, CA.
I am very particular as to who I introduce my customers to, and after the first meeting with Rhonda I trusted her with any customer who might benefit from her knowledge and expertise. A truly valuable partner!
I worked with Rhonda on several ag customers, and she quickly picked up the industry nuances and developed trusted, long lasting relationships with them. I’d put her in front of any client and know they were in good hands."