Paul Remack is President and Senior Managing Director of RG Financial Partners. RG Financial Partners was co-founded in 1986 by Paul to serve the needs of high net worth families with concentrated asset holdings in real estate and private business interests.

Paul entered the financial industry in 1981. Prior to his entry he was Executive Vice President for a publishing company in San Francisco. He started his career with Connecticut General, later Cigna, located in San Francisco.

Paul was awarded a Masters in Taxation from Golden Gate University in 1992. He also has earned a Bachelors of Arts with Honors from Bradley University and a Masters in History from the University of Southern California.

He holds a CFP designation, awarded in 1987.

Paul has been a featured speaker at the San Mateo Bar Association, East Bay Financial Planning Council, Tri-Valley Financial Planning Council and the Regional FPA (Financial Planning Association) Conference.

Paul is a resource to the financial planning industry with publications in several professional magazines. He currently advises to the Foundation for the Alameda Council of the Boys Scouts.

Paul lives in Alamo, California with his wife Linda. He enjoys golfing, reading, cooking, foreign travel, and Cal football, basketball, and rugby (GO BEARS!)

Hal Porter is Managing Director of RG Financial Partners. Upon graduation from college, Hal was commissioned and served five years in the U.S. Air Force. After his military service and completion of his Masters Degree, Hal joined Cigna Financial Services in 1983. After two years in Houston, he transferred to the Cigna office in San Francisco where he and Paul met and worked together. While at Cigna, Hal completed his Certified Financial Planner (CFP) designation.

In 1989, Hal joined Prudential Investments and worked in institutional asset management, specifically retirement plans, endowments, foundations and Taft Hartley plans. After leaving Prudential, Hal spent time with Victory Capital Management, an institutional money manager and subsidiary of Key Corp.

After much thought and discussion with Paul, Hal re-entered private practice and became Managing Director of RG Financial Partners in 2005. His primary responsibility is to support the Wealth Management needs of our clients. He is responsible for investment research, design, implementation and monitoring of our client portfolios. Hal closely monitors performance and risk within individual client portfolios, oversees asset allocation policy, and performs financial needs analyses.

Hal attained a MS in Business Administration from Webster University and an undergraduate degree in Marketing and Finance from the University of Oregon (go DUCKS !) Hal lives in Granite Bay, California, with his wife, Cathy, and two children, Matthew(17) and Elizabeth(14). He enjoys golfing and snow skiing with the family and is active in his church. Hal and his family spend Easter vacations in Victoria, Mexico with his church mission building homes and serving the people of rural Mexico.

Steven Tong is RG’s Operations Manager. He graduated from San Francisco State University in 1985 with a BS in Business Management with an emphasis on Banking. Upon graduation, he was hired by Cigna, San Francisco, in 1986 as an assistant to Paul Remack and Ed Gardner. In April of 1987, he joined Paul as the Operations Manager of RG Financial Partners, Inc. Steven is one of the founding members of RG Financial Partners and has held several roles here. His primary responsibilities are new business processing for both insurance and investments, client services officer, compliance officer and information technology point person. He is also the
prime resource for most client inquiries.

Steven lives in Placerville, California with his wife Anita, and has 3 dogs – Libby, Oliver & Piccolo. He is an amateur astronomer, cyclist, audiophile (stereo and music enthusiast!), target shooter, computer hobbyist, and home theater enthusiast.

Joan Hurd, RP is the paraplanner for RG Financial Partners. Joan attended the College for Financial Planning, Colorado and received her Registered Financial Para- Planner Designation in1995. She also attended Monterey Peninsula College.

Joan started her career in financial services in 2000 working with Retirement Benefits Planning in Alamo and then Stahlschmidt Financial Group in Walnut Creek. She joined RG Financial Partners in 2006. Prior to 2000, Joan was a Bridal Director and Buyer at David M. Brian in Walnut Creek and Executive Art Director at Aries West Advertising in Orinda, California.

Joan lives in Pleasant Hill, California. She enjoys cooking, foreign travel, Spanish/English language exchange, study of Latin American culture, painting and drawing in various mediums.

Karen Dudas is our Administrative Assistant. She graduated from American University in Washington, D.C. with an emphasis in Medical Technology. She has been with RG Financial Partners since 1995 and is a wealth of information. Prior to joining RG Financial Partners, she worked in the medical laboratory of a large Internal Medicine Practice Group in Washington, D.C.

Karen's primary responsibilities include Benefits Administrator, Licensing Administrator, Billing Coordinator, and she ensures that RG Financial Partners operates smoothly on a daily basis. She has worked as our Accounts Payable and Accounts Receivable representative.