Chris Rich is the founder of Goldenhawk Professional Associates, LLC. He has a Bachelor’s Degree in Finance from Arizona State University and a Master’s
Degree in Financial Services from the Richard D. Irwin Graduate School of the American College (MSFS), with special certifications in advanced estate planning and business succession planning. Chris has earned the designations of Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU).
In addition to the aforementioned credentials, Chris has over 15 years of Captive Insurance experience, over 15 years of ESOP Form & Design and over 24 years of experience working with business owners in the Financial Services arena. Chris wrote the forward to How to Run Your Business so You can Leave it in Style by John Brown, the #1 selling book on Exit Planning. Chris has also developed and presented hundreds of hours of continuing education for financial advisors and CPA’s.
Chris began working with New York Life 25 years ago. At that time, he was drawn to work with small business owners. Chris could see that these companies and their owners needed a proactive, holistic team approach to planning Chris has created the Roadmap Plan; combining financial, tax, and legal professionals to maximize asset management and solutions for business owners. The ultimate mission is to help business owners receive maximum value for their life's work.
Chris is a very active member of his community. Chris and his wife, Jill, have 2 children, Grace and Connor. In 2011, the Father’s Day Council in association with the American Diabetes Association honored Chris as Arizona Father of the Year. Some of the organizations that he has volunteered with, include: the Mesa Jaycees, Lookout Mountain Elementary School and Shaw Butte Little League. He has also played trombone in the Paradise Valley Big Band. Chris is a member of the Mounted Posse of Maricopa County and the Verde Vaqueros. Chris’ hobbies include spending time with his family, fly‐fishing, team‐roping and backpacking.
"Paul" has been with the Goldenhawk Professionals for over 20 years. He has a Bachelor's Degree from Arizona State University in Global Business with an emphasis in Finance.
Paul has a strong background in business management, spending 15 plus years in Retail Management. When he joined GoldenHawk Professionals he was drawn to their business philosophy of providing a world-class service to their clients.
Al joined the GoldenHawk Professionals team two years ago. He has degrees in both Manufacturing Engineering and Finance. He worked as a business consultant for over 25 years in Aerospace Manufacturing.
Al transitioned to the Wealth Management industry in 2007. He has known Chris for many years and was excited to be part of the life enhancing experience GoldenHawk Professions offers it clients.