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.
Karen lives in Alamo, California with her husband, Alan. She enjoys hiking, walking,
golf, gardening, and reading.
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1990 N. California Blvd, Suite 612
Walnut Creek, CA 94596
Phone: 925.927.1900
Fax: 925.927.1907
Email: info@rgfinancial.org

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