A CPA with a Master’s in Taxation, Rick is a financial expert by trade. His lead-servant perspective and warm personality give him an advantage in perfecting corporate vision and ensuring organizational efficiencies. As a CFO for PBO Advisory, Rick enjoys sharing his ideation strength to plan and introduce operational and cost control initiatives, ultimately driving greater social awareness and mission impact. Rick has served as a leader, mentor, trusted advisor, and proponent of positive and productive organizational change. Rick has unique expertise in the nonprofit sector, having served in the Chief Financial Officer position for the past 14 years in the areas of healthcare, human services, ecology, children’s initiatives, and affordable housing. Rick is also an instructor with the Nonprofit Academy, an award-winning partnership between the City of San Diego and The Nonprofit Institute at the University of San Diego.
