Baker Tilly Professional

Richard Y. Ro

CPA

Managing Director

+1 (650) 365 4646

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Richard Ro is a managing director in Baker Tilly’s family office practice. He is a finance professional with more than 20 years of experience in accounting, finance, human resources, customer experience, IT integration and real estate. He has more than 10 years of experience on executive management teams, and more than seven years serving ultra-high-net-worth families.

  • Family office services for ultra-high-net-worth individuals and families
  • Human resources, employee benefits, payroll, IT infrastructure and facilities
  • Private foundation accounting and reporting
  • Financial, IT or process audit design and execution
  • Internal control and design implementation
  • Development and execution of budgets and financial forecasts
  • Acquisition, development and disposition of real estate
  • Startup strategy formation and infrastructure setup/management
  • Customer experience/success management and growth
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)

Location

Walnut Creek, CA

Education

Bachelor of Science in accounting and finance

University of California, Berkeley

Expertise