About Us

“Teresa came to our business planning session on Saturday.  She added value on our marketing ideas, every plan we had she enhanced with some tweeks to make each interaction a bit better in our marketing efforts. It was a great business planning weekend. She is an asset to the Megabranch. Thanks for your efforts.”  

--Brett Macauley, CRPC

Meet Teresa and Jim Riccobuono, Professional Organizers

Organizing Homes and Businesses in the San Francisco Bay Area

Teresa Riccobuono – Business Consultant, Professional Organizer & Owner of Simply Organized After serving in the financial services industry for a period of six years, Teresa uncovered a gap between what large companies want and expect of their advisors and what the advisors want out of their career. Experiencing this gap herself, she was determined to help advisors bridge the gap between their existing and their ideal financial planning practice. This is when she decided to start her own company. With insight in hand, she developed her signature program, Tapping Into Your Million Dollar Drawer. She shares her program with clients across the country on a one to one coaching basis or in a workshop setting. This program has been so successful that she has broadened her scope to include a variety of professionals that surround and support the financial services industry. She has even gone outside of the financial services industry and introduced the concept to two of her favorite charitable organizations, Women’s Initiative for Self Employment and to a lesser degree, Wardrobe for Opportunity. This has allowed Teresa to satisfy one of her life goals of supporting women’s issues.

Teresa is also a frequent contributor to one of the financial industry’s leading newsletters, Advisor Perspectives.

Before joining the financial service industry, Teresa enjoyed a long tenured career in the fashion industry where she honed her skills as a certified image and color consultant, and thrift store shopper extraordinaire. Using what she learned in her first career has benefited her in her second career. Whether it be helping advisors improve their public image or conducting one of her most popular workshops, Dress for Success from the Thrift Store, she has learned the art of using her full spectrum of knowledge wherever she goes.

Circling back to Teresa’s volunteer activities, you will not be surprised to find she has served in various roles. For Women’s Initiative for Self Employment, she has been a keynote speaker, program developer and facilitator, coach, and Leadership Committee member. She has also been a keynote speaker for Wardrobe for Opportunity, as well as a presenter, stylist, and mentor. In addition to these beloved organizations, Teresa has also supported Habitat for Humanity (she was a member of the All Women Crew which raises funds, sponsors, and builds homes for low-income families), The Mt. Diablo Hospital Foundation, Tony La Russa’s Animal Rescue Foundation (ARF), STAND Against Domestic Violence (now known as STAND for Families Free of Violence), Bay Area Alliance for Youth and Family Services, Family Stress Center, Bay Area Crisis Nursery, and The American Cancer Society, among others. For all of her charitable work, Teresa received honorable mention as a nominee for the American Express Great Citizen Award.

Also a strong supporter of her native town of Concord, California, Teresa has conducted free workshops, with support from the city, for small business owners.

Teresa is the current President and past Secretary of Diablo Toastmaster Club, as well as, the Public Relations Co-chair for the East Bay Chapter of the Financial Planning Association.

Home Organizing and Custom-Built Storage in Oregon

For the past 30 years Teresa's brother Jim Riccobuono has developed and expanded his skills in the construction arena.

As a natural organizer, he brings a whole host of skills along with an eye for seeing the end result which makes him an asset to any project.

If you need to contain and eliminate clutter and develop a system for maintenance and storage, Jim is your man. Jim lives and works in Oregon and represents the northern territory of Simply Organized, or as he puts it, the "Oregon-ized" territory.

His patience and caring will help you through most any project.

An organized home or business will provide you with peace of mind, quality of life and reduced stress.
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