Personal Info
People today are overwhelmed and bombarded with financial information from the media and press. Richard’s goal is to determine which options make the most sense for his clients. He takes the time to understand each client’s situation and integrate their values into a custom-tailored model to maximize options and choices throughout their lifetime. He takes great pride in seeing his clients’ dreams become realities and helping them to enjoy their success during their lifetime as well as pass on a legacy to future generations.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OL73523