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THE FMC GROUP

A passion to thrive—and to help our clients do the same

Sincere and genuine care for our clients’ financial well-being is our singular purpose

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At The FMC Group, headquartered in Walnut Creek, CA, we have a shared passion to serve and help our clients succeed. We attend to the financial needs and concerns of our clients first and foremost; this means we act solely in the best interest of our clients. It is our goal to provide our clients with comprehensive and customized financial advice, quality investment management, and high-quality service.

With over 125 years industry experience, along with advanced education and technical credentials beyond those required by the industry, we’re able to deliver an added level of knowledge and skill to the financial advice and services we provide. Our financial planning-based process and personal approach allow us to gain a meaningful understanding of our clients’ deepest concerns and unique circumstances.

We take the time to hold in-depth conversations and thoughtfully sort through the complex, competing, and often confusing financial issues that can dramatically impact the quality of one’s life. We help establish clear goals and objectives by providing a truly customized financial plan resulting in thoughtful solutions, disciplined investment strategies, and the on-going personal advice and services that clients need to succeed.

Combined with the unparalleled and exceptional history, support, and resources of Rockefeller Capital Management, we aim to provide our clients the stability, sophistication, and attention their lives deserve.

We believe everyone looking for a financial advisor wants to find someone that is trustworthy, competent, and responsive. Delivering sound, personal advice and effective recommendations, along with sincere and genuine care for your life is our mission. Contact us to experience what it means when we say: “Nothing is more important to us than your financial well-being.”

THE FMC GROUP

925-951-6340

1850 Mt Diablo Boulevard
Suite 300
Walnut Creek, CA 94596

“At The FMC Group, we believe relationships matter. Relationships, built on trust and lasting lifetimes, are the foundation of our happiness and drive our success. Our purpose is to help our clients live the life they want and attain true peace of mind.”

Robert J. Fink, CPFA, ChFC®, CFP®, Private Advisor, Managing Director 

At The FMC Group, we are driven by a singular purpose: to help clients achieve financial confidence and peace-of-mind. We aim to be your trusted advisor on everything and anything we can help you address. We do this by delivering customized financial plans, disciplined investment management, and on-going financial advisory services. We are attentive, responsive, and seek to deliver leading solutions and service. To us, nothing is more important than our clients’ financial health and happiness.

ROBERT J. FINK, CFP®, CPFA, ChFC®

Private Advisor
Managing Director
925-951-6340
RFink@rockco.com
Biography +

DONNY CHU, CFP®, CPFA

Private Advisor
Senior Vice President
925-951-6341
DChu@rockco.com

Biography +

JOHN F. MCMAHON, JR.

Private Advisor
Senior Vice President
925-951-6342
JMcMahon@rockco.com

Biography +

SUE M. BADGLEY

Senior Client Relationship Manager
Associate Vice President
925-951-6344
SBadgley@rockco.com

Biography +

HILLARY COLLINS

Private Advisor & Team Business Manager
Vice President
925-951-6343
HCollins@rockco.com

Biography +

TERESA BELTRAN

Client Associate
925-951-6301
TBeltran@rockco.com

Biography +

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our combination of holistic and specialized services, designed to complement customized wealth planning and advisory.
  • Investment Advisory
  • Wealth Advisory
  • Family Office Solutions
  • Strategic Client Solutions
  • Trustee Services and Estate Planning
  • Philanthropic Advisory

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture. Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers investment solutions integrating ESG research and a constructive engagement approach.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

We are pleased to offer our clients and their families special access and privileges through a handful of thoughtfully vetted and selected partners – each preeminent providers in their respective fields – providing highly personalized support on how to simplify, navigate, and elevate modern life.

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Private Health Advisory
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

Art Advisory
• With access to specialists in art and collectibles globally, experts will provide guidance through the sales and acquisition process.

Next Gen Advisory
• Career and life coaching for emerging professionals, as well as health and wellness resources for young adults.

Elder Care
• A unique benefit that can help with everything related to aging, elder care or special needs.

Virtual Specialty Care
• A virtual specialty care platform that leverages sophisticated technology to curate access to a network of leading doctors across 48 US hospitals for expert insights on specific health concerns.

Once in a Lifetime Experiences
• Almost any “bucket list” wish can be fulfilled for Rockefeller clients with VIP-savvy concierge experts who can pave the way to once-in-a-lifetime experiences, whether meeting global stars, participating in iconic events, or realizing other long-held dreams.

Unique Travel Experiences
• A leading travel concierge service that offers exclusive planning and booking for Rockefeller clients seeking unforgettable vacations. Clients have access at member-only rates to unique settings and destinations with family privileges.

Purpose-Driven Wine Platform
• A leading wine-appreciation platform offering a single source for Rockefeller clients interested in fine wines, insider offers and access to unique experiences. Clients can obtain allocated, reserve, library and collector-level wines. Through the Rockefeller Live Well Do Good Membership Program, a portion of profits go to support The Ocean Foundation.

Cyber Security
• An exclusive boutique company with a proven history of providing elite cyber-protection services for all digital security needs of individuals and their families to eliminate the risk of cyberattacks.

“My family has committed our entire careers to serving the financial needs and concerns of clients. Joining Rockefeller Capital Management will provide our team, The FMC Group, with the ability to continue delivering the personal attention, service, and results our clients expect, deserve, and that my family has been dedicated to delivering for generations.”
John F. McMahon, Jr., Private Advisor, Senior Vice President
“At The FMC Group, we believe relationships matter. Relationships, built on trust and lasting lifetimes, are the foundation of our happiness and drive our success. Our purpose is to help our clients live the life they want and attain true peace of mind.”
Robert J. Fink, CFP®, CPFA, ChFC®, Private Advisor, Managing Director
“In my previous roles as a CPA and in Corporate Finance, I understand deeply the importance financial planning and financial discipline can have on the outcomes desired. Our team believes all financial decisions in life are interrelated at some level, if even slight. Therefore, we believe appropriate planning and on-going management is essential to achieving clearly established objectives.”
Donny Chu, CFP®, CPFA, Private Advisor, Senior Vice President
Our Ideas
There is no Alternative
There is no Alternative
The death of the U.S. Dollar's reserve currency status is greatly exaggerated
Skirting The Maginot Line
Skirting The Maginot Line
Old-Fashioned Bank Runs in Internet Time
Canary in the coal mine
Canary in the coal mine
Rockefeller Insights
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News
Business Wire - April 3, 2023
IGM Financial, a Member of the Power Corporation Group of Companies, Making Long-Term Strategic Investment in Rockefeller Capital Management; Becomes Shareholder Alongside Majority Investor Viking Global Investors
Business Wire - January, 13 2023
Rockefeller Capital Management Expands Presence in Texas, Welcomes First Austin-Based Private Advisor Team
Business Wire - November 4, 2022
Rockefeller Capital Management Welcomes The Maxwell Group, of The Woodlands, TX, to its Rockefeller Global Family Office
Business Wire - October 20, 2022
Rockefeller Asset Management Expands Team to Scale Existing Capabilities and Position Growth Centered on Strategic Partnerships
Business Wire - October 7, 2022
Rockefeller Capital Management Welcomes the Mooney Stanley Group, of Pepper Pike, OH, to its Rockefeller Global Family Office – Expanding Presence in Midwest
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

Rockefeller Financial LLC is a broker-dealer and investment adviser dually registered with the U.S. Securities and Exchange Commission (SEC);Member Financial Industry Regulatory Authority (FINRA), Securities Investor Protection Corporation (SIPC). Rockefeller Financial LLC is not a bank. Where appropriate, Rockefeller Financial LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Rockefeller Financial LLC are not FDIC insured, may lose value, are not bank guaranteed, not a bank deposit, and not otherwise insured by any federal government agency.

Investing involves risk, including the possible loss of principal. Past Performance is no guarantee of future results and no investment or financial planning strategy guarantees profit or protection.

Rockefeller Capital Management LLC and its affiliates do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
ROBERT J. FINK, CFP®, CPFA, CHFC®

ROBERT J. FINK, CFP®, CPFA, CHFC®

Private Advisor, Managing Director  

 

Bob is Managing Director at The FMC Group of Rockefeller Capital Management. In addition to leading the team’s business strategy, Bob works intimately with clients in a consultative and advisory capacity to help sort through their concerns, answer the hard questions, and deliver viable solutions.

Prior to joining Rockefeller Capital in 2020, Bob had been a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management since 1996. Before that, he spent 10 years in the freight transportation industry. Bob received his bachelor’s in Psychology from the University of Southern California and an MBA with honors from St. Mary’s College of California. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), holds the Chartered Financial Consultant® (ChFC®) designation, and has earned the Certified Planning Fiduciary Advisor (CPFA) credential.

*Bob was named to Forbes’ Best-in-State Wealth Advisor list in 2018, 2019 and 2020.

He lives in Clayton, Calif., with his wife Patty, a Registered Nurse, and is active in the local community and charitable organizations. He enjoys hiking, skiing, guitar, fine wine and most of all, spending time with his cherished family and friends.

 

 

*The Forbes "Best in State Wealth Advisors” rankings discussed above were designated in 2018, 2019, and 2020 and last for a period of one year until new rankings are released.  

Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.

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DONNY CHU, CFP®, CPFA

DONNY CHU, CFP®, CPFA

Private Advisor, Senior Vice President 

 

Donny Chu is Senior Vice President at The FMC Group of Rockefeller Capital Management. His primary goal is to provide the highest quality wealth management experience and to establish deep and valued relationships. Donny works with clients to understand their financial priorities and to achieve their personal and financial goals through customized wealth strategies.

Prior to joining Rockefeller Capital in 2020, Donny had been with Merrill Lynch Wealth Management since 2011. Before that, he held various management roles in corporate finance, accounting, real estate sales and earning his CPA** license in the State of California.

Donny earned his B.S. in Business Administration with an emphasis in Accounting and Finance from the University of California at Berkeley. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and has earned the Certified Planning Fiduciary Advisor (CPFA) credential.

He grew up in Alameda, Calif., and now lives in San Ramon, Calif. with his wife and daughter. He enjoys golfing, traveling and spending time with family.

 

**CPA (inactive status)

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JOHN F. MCMAHON, JR.

JOHN F. MCMAHON, JR.

Private Advisor, Senior Vice President 

 

John McMahon is Senior Vice President at The FMC Group of Rockefeller Capital Management.

Prior to joining Rockefeller Capital in 2020, John had been with Merrill Lynch Wealth Management since 1980.

His experience with financial strategy and investment management is extensive, but his passion lies in helping ultra-high-net-worth individuals and multigenerational families plan for the future and achieve their goals, leveraging trust and estate planning, liability management and philanthropy management.

John lives in Orinda, Calif. and enjoys spending time with family, traveling, and pursuing various athletic endeavors.

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SUE M. BADGLEY

SUE M. BADGLEY

Senior Client Relationship Manager, Associate Vice President 

 

Sue Badgley is Senior Client Relationship Manager and Associate Vice President at The FMC Group of Rockefeller Capital Management, where she leads and delivers the team’s client facing administrative and

customer service functions. Sue began her career in 1981 with Merrill Lynch Wealth Management in San Francisco, California, remaining there for 39 years until she and her team joined Rockefeller Capital Management in 2020.

Dedicating her entire career to the financial services industry, Sue is known industry-wide for her operational expertise, world-class responsiveness to serving clients effectively, and exceptional relationship skills. She maintains deep relationships with clients that span generations and respect amongst her peers that is unmatched. Sue is Series 7 licensed and regularly completes on-going continuing education and advanced skill achievements designed to support her tireless efforts in continually exceeding client expectations and being their reliable, trusted advocate.

Sue and her family live in San Diego, Calif., where she is an active volunteer and supporter of the San Diego Zoo as well several other non-profit community organizations. She enjoys traveling, biking, and spending time with her beloved family and friends.

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HILLARY COLLINS

HILLARY COLLINS

Private Advisor & Team Business Manager, Vice President

 

Hillary Collins is Vice President at The FMC Group of Rockefeller Capital Management, where she focuses on wealth management planning, investment portfolio implementation and business analytics. She works collaboratively with the team to build and execute innovative and sustainable strategies and to provide

exceptional client service.

She and her team joined Rockefeller Capital Management in 2020, bringing with her nearly 15 years of industry experience, most recently with Merrill Lynch Wealth Management.

Hillary graduated from the University of California, Berkeley with a B.S. in Engineering Physics.

She lives in Oakland, Calif., with her husband and four children. She enjoys spending time with family, playing sports with her children, traveling and volunteering.

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TERESA BELTRAN

TERESA BELTRAN

Client Associate

 

Teresa Beltran is a Client Associate at The FMC Group of Rockefeller Capital Management, where she focuses on delivering administrative support and customer service to clients.  Teri has over 20 years of financial service industry experience and joined Rockefeller in 2018. She studied Business Administration and Economics at University of San Francisco. She, her husband, and son live in the San Francisco Bay Area. She enjoys spending time with family, gardening and traveling.

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