RB Capital Management, LLC

Willington Fong is a financial advisor at RB Capital Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at RB Capital since 2018. Outside of advisory activities, he is involved in residential mortgage sales and operates as an independent real estate broker. RB Capital Management serves a diverse client base including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm offers fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, integrating financial planning into its client relationships.

John Marty is a financial advisor at RB Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RB Capital Management since 2016, alongside prior roles at APW Capital, Inc. and FSC Securities Corp. Marty is also involved in real estate brokerage and financing through his ownership of Invest Capital Group Mortgage and as an independent real estate broker. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolio monitoring.

Jonathan Donahue is a financial advisor with RB Capital Management, LLC, holding a Series 65 designation and 13 years of industry experience. He has worked at RB Capital Management since 2018 and serves as a consultant for hedge funds as a sole proprietor. Additionally, he is an assistant realtor with eXp Realty in Mesquite, NV. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts. The firm focuses on fee-based investment management with an emphasis on hedged strategies, managed fixed-income portfolios, and integrated financial planning.

Carl Demartini is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at CHD Investment Management, LLC for 11 years before joining RB Capital Management in 2025. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.

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.

Kent Johnson is a CFP® with 19 years of industry experience and currently serves at RB Capital Management, LLC since 2022. His prior experience includes roles at GYL Financial Synergies, LLC and Resnick Investment Advisors, LLC. RB Capital Management, LLC 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 through hedged strategies and managed fixed-income portfolios, integrating financial planning services into its advisory relationships.

Robert Ballan is a financial advisor at RB Capital Management, LLC in Reno, NV, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with RB Capital Management since 2000 and has operated as self-employed since 1991. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm emphasizes fee-based investment management with a focus on hedged strategies and managed fixed-income portfolios, integrating financial planning into its advisory services.

Robert Leiphart III is a CFP® with 22 years of industry experience. He has been with RB Capital Management, LLC since 2005 and previously worked at Birinyi and Associates for ten years. In addition to his advisory role, he is a licensed insurance agent with several insurance companies. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments with personalized asset allocation and continuous portfolio monitoring.

Shawn Young is a financial advisor with RB Capital Management, LLC, holding a Series 66 designation and 20 years of industry experience. He has been with RB Capital Management since 2004 and also serves as a cross country and track coach at Fresno Christian High School. RB Capital Management serves individual and institutional clients through fee-based investment management, focusing on hedged strategies and managed fixed-income portfolios. The firm emphasizes asset allocation, diversification, and personalized portfolios while managing assets in-house.

Justin Sloan is a CFP® and CFA® charterholder with 16 years of industry experience. He has worked at RB Capital Management, LLC since 2022, following nine years at Buckingham Strategic Wealth, LLC. Outside of financial advising, Mr. Sloan is involved in production and marketing at Due Ruscelli Winery, a vineyard he has been affiliated with since 2009. RB Capital Management, LLC serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management using hedged strategies and managed fixed-income portfolios, emphasizing asset allocation, diversification, and personalized portfolio management.

Gary De Mera is a financial advisor with RB Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has held roles at APW Capital, Inc., FSC Securities Corp, and DMK Enterprises, LP, where he is managing partner. In addition to his advisory work, he serves as co-trustee of the Desmond Family Trust and owns a real estate referral and management business. RB Capital Management serves individual and institutional clients with a focus on fee-based investment management, including hedged strategies and managed fixed-income portfolios. The firm’s investment approach emphasizes asset allocation, diversification, and personalized portfolios, combining equities, fixed income, alternative investments, and options-based hedges.

John Bankovitch is a financial advisor at RB Capital Management, LLC with 24 years of industry experience. He previously worked at Portsmouth Financial from 2011 to 2024 and concurrently at Arete Wealth Management since 2024. RB Capital Management serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, foundations, and retirement plans. The firm focuses on fee-based investment management with an emphasis on hedged strategies and managed fixed-income portfolios, combining equities, fixed income, and alternative investments alongside personalized financial planning.

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.