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 and Elizabeth. 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 2 dogs – Oliver & Piccolo. He is an amateur astronomer, cyclist, audiophile (stereo and music enthusiast!), target shooter, computer hobbyist, and home theater enthusiast.

Laura Malinowski joined RG Financial in March, 2009 as a Strategic Planning Associate. As a member of our team, Laura is involved at all levels of servicing client's financial needs. Laura provides personal financial solutions in the areas of retirement planning, investment planning, risk management and insurance, and estate planning. In her role as a Strategic Planning Associate she provides planning support to Paul Remack and Hal Porter.

Laura grew up in Michigan and graduated with honors from Michigan State University with a B.A. in Finance. In 2002 she relocated to Atlanta, Georgia and began her career at Wells Real Estate Funds as an Assistant Vice President in Sales where she sold real estate investments. In 2005 Laura joined Morgan Stanley as a Wealth Management Analyst and worked on several Wealth Management teams throughout Atlanta, Georgia. In 2007 Laura became a Financial Designer with Signature Financial Design in Atlanta, Georgia, where she developed comprehensive financial blueprints for individuals and their families that covered all aspects of their financial situation.

Laura is a Certified Financial Planner (CFP®) and holds the Series 7 and 66 securities licenses. She is also licensed in Life, Accident & Health, and Variable Contracts Insurance Licenses.

Laura currently resides in Walnut Creek, CA. She enjoys hiking, snowboarding, biking, cooking, and reading. She is active in the community and is a member of the Financial Planning Association, the Estate Planning Council of Diablo Valley, the Beta Gamma Sigma Alumni Association, and the Michigan State Alumni Association. She also loves to travel and has had the opportunity to live and work in London, England, and Sydney, Australia.

Roxanne Burr joined RG Financial in December 2010 as a Client Services Assistant. Her primary responsibilities include ensuring the office runs efficiently, servicing our client’s needs, sending out client correspondence, coordinating client events, licensing administration and billing. She also provides support to the RG Financial team. She is Series 6 & 63 licensed and holds CTEC (California Tax Education Council) & notary licenses.

Prior to joining RG Financial Partners, Roxanne worked at her family’s tax & financial planning business since 1998. Her roles included office manager, guaranteeing seamless operations on a daily basis, and serving client’s needs. She was also an assistant to the tax preparer and financial advisor teams.

A lifelong resident of California, Roxanne lives in Concord with her son Troy. She enjoys reading, bicycling and camping.