Broker Check

Rhonda Staelgraeve-Secor, MS, CFP®, CEPA®, MPAS®

As the founder of RLS Private Wealth Consulting, Inc., I love serving family business owners and multi-generational families with their wealth planning and family office operations needs.  With almost three decades experience, I continue to be a student of the industry allowing me to be the advisor my clients need me to be.  My clients deserve and value first-class service, exceptional advice, transparency, and a "no-sales approach" to wealth management.  I'm thrilled to deliver that level of service.  By design, my service offering caters to those with complex family, financial, and legal structures.  It is my sincere honor and privilege to serve my clients, helping them to better understand their financial and legacy structures, identify planning options, define their goals, and create and implement strategies that will benefit their families for generations to come.    

Rhonda Staelgraeve-Secor, MS, CFP&#174;, MPAS&#174;<br/>Wealth Planner | Client Advocate

Over 15 years ago, while working at one of the world's most reputable private banking firms, a client of mine asked a question that changed the trajectory of my career. He asked, “Is there a firm where I can just get good planning advice without worrying about somebody selling me something?” That question came at a pivotal time as the industry was changing immensely through the Great Recession and financial services firms worldwide were struggling to survive in the industry’s new normal.

As time passed and I took a hiatus from corporate America, that client’s question continued to ring in my ears.  With a good nudge from a former client and God as my co-pilot, I founded RLS Private Wealth Consulting, Inc. in 2016.  I am grateful and honored to serve families and business owner clients with complex financial and legacy planning needs throughout California. 

Growing up in rural southeastern Michigan and California's Central Valley, I was raised to value honesty, integrity, a strong work ethic, respect, and responsibility. My upbringing instilled in me a deep sense of loyalty and a genuine desire to help others.  

A graduate of California State University, Fresno, and the College for Financial Planning, I hold a Bachelor of Science degree in Business Administration and a Master of Science degree in Personal Financial Planning.  I am a Certified Financial Planner Professional and hold the Master Planner Advanced Studies and Certified Exit Planning Advisor designations.

Rhonda Staelgraeve-Secor, MS, CFP&#174;, MPAS&#174;<br/>Wealth Planner | Client Advocate

With nearly three decades of financial services industry experience, I continue to be a student of the industry. It is an honor and privilege to help families with complex needs and substantial means organize their financial lives, demystify wealth management and legacy planning, improve communication with their loved ones regarding family finances, collaborate with their professional product and service providers, achieve their objectives confidently, and most importantly attain peace of mind. 

Outside of work, my faith and my family are my top priorities.  Humbly, I am a cancer survivor and that fuels my passion for strengthening my faith and improving my personal health. I enjoy baking, walking my dogs, and contributing time, talent, and treasure to support community and industry-related organizations.