Cancel

    Open app

    Search

    Rich Dad Education

    1.4 (9 reviews)
    Open • 9:00 am - 9:00 pm

    Services - Rich Dad Education

    Investment management

    Rich Dad Education Photos

    You might also consider

    Recommended Reviews - Rich Dad Education

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    7 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 1
    Oh no 0

    7 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0
    Photo of J T.
    0
    60
    11

    7 years ago

    Helpful 2
    Thanks 0
    Love this 2
    Oh no 0
    Photo of Josh J.
    0
    158
    16

    10 years ago

    Business owner information

    Photo of Relationship M.

    Relationship M.

    Helpful 4
    Thanks 0
    Love this 4
    Oh no 0

    10 years ago

    Helpful 3
    Thanks 0
    Love this 1
    Oh no 0

    7 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0

    Ask the Community - Rich Dad Education

    You might also consider

    Verify this business for free

    People searched for Financial Advising 284 times last month within 15 miles of this business.

    Verify this business

    Richard A Donner

    Richard A Donner

    (1 review)

    MY EXPERIENCE WITH RICK DONNER…read more I have owned stock in 2 related subchapter-S companies for several years. In 2009, the parent company, also an S-corp, took back my stock in these 2 subsidiaries, and instead gave me stock in the parent. So I had 3 K-1s to deal with, and as usual the K-1s didn't arrive until April 8th and 12th. I had waited a week for an appointment with a CPA, then sat down for about 30 minutes and explained the situation. Suddenly, the accountant stood up and said they weren't able to help me. It was too complicated, they had too much to do. I was shocked . One week to tax day and I had nowhere to go. I had tried TurboTax, but no way could it deal with this K-1 swap. I couldn't return to last year's accountant. He had said my return was a lot of work, and had charged me big money. And last year's had been much easier than this. I couldn't believe this. I'm from Chicago, and I have known smart accountants in the past who could certainly deal with this. But after 4 years in Fort Myers, I didn't know where to turn. Then I met Rick Donner, and the situation changed completely. As I talked to him, he immediately started creating my return on his computer. I explained the stock swap and showed him the documents, and he quickly figured out what was going on. Then he sat and thought for a while, and I shut up. Finally he said 'Ok, here's what we're going to do'. And he proceeded to explain the strategy for dealing with the swap. Furthermore, the return was essentially done - he had been typing everything in while we were talking. All we needed was the last K-1, and that was it. I was blown away. It had seemed like such a big problem an hour ago, and now it was magically solved. What had been a really bad day had suddenly turned great. Such a relief to find someone who could handle this with no nonsense. And, he didn't try to make a big case out of it and charge me an arm and a leg. Rick is forthright, smart, and a straight dealer. I would recommend him heartily. Dave S.

    Nova Wealth Management

    Nova Wealth Management

    (2 reviews)

    Back when we first started working with Amy we were upside down on our home, had close to $80K in…read moredebt, owned 1 old car, and had less than $500 in our bank account. We were drowning and scared, certainly had no means to ever retire in our future. Far from it. Thank goodness we were in our late 30's at that point. Fast forward (with Amy's plan) three years later. We own our new home, in the best neighborhood, own 2 cars, 1 motorcycle, we travel the world, plan to retire in 6 years, and all with a million dollars. TRUE STORY. The only regret we have is we didn't start our financial journey with Nova sooner. Please don't wait, no matter how much you do or don't have. Make the call, set up an appointment. Amy and her team will help you every step of the way towards the financial goals you have. Things you never thought possible are truly real in their hands. We trust them, we rely on them, and owe our great success story to them. This team, this group, Any, is genuinely the best in the business. She cares about your needs, your goals, and gives you a direct path as to how to get there. Solutions and Success.

    Nova Wealth Management is nothing short of outstanding! I have been with them for several years now…read more(since shortly after I retired 4 years ago) and I have the upmost faith and confidence that my portfolio is in the best of hands. Although, I am sure I am not their largest client, I always feel valued and know that they have my best interest(no pun intended) at heart. During 2 very turbulent market upheavals (the beginning of 45's presidency and at the beginning of the pandemic) when there was a major market downturn, not only did they correctly weather the storm, they took the time to call me, INDIVIDUALLY, to assure me they were monitoring my portfolio. As a new investor and a newly retired individual, this put my mind at ease, considerably. I can not recommend them highly enough. Anytime I encounter friends and associates looking for financial expertise, I them about Nova Wealth Management!

    Rich Dad Education - financialadvising - Updated September 2026

    Loading...
    Loading...
    Loading...