Craig Frieders is a financial advisor with RB Capital Management, LLC in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with RB Capital Management and Crofton Capital Management since 2005 and is also involved in AmeriEstate Legal Plan Inc., assisting clients with estate planning. Outside of advisory work, he owns an independent insurance agency focused on term life and long-term care insurance. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes asset allocation, diversification, and customized portfolios, integrating hedged strategies and managed fixed-income solutions while primarily managing assets in-house.

John Mullen is a financial advisor at RB Capital Management, LLC in Walnut Creek, CA, with 12 years of industry experience. He holds the Series 66 designation and also serves as an assistant at Crofton Capital Management, where he supports client meeting follow-ups and paperwork management. In addition, he operates as an insurance agent. RB Capital Management serves a range of individual and institutional clients, including high-net-worth individuals and retirement plans. The firm offers fee-based investment management focused on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments with personalized portfolio construction and continuous monitoring.