12340 El Camino Real Ste 300
San Diego, CA
Richard specializes in tax-sensitive fixed income and wealth planning for individuals and business owners. He’s also well-versed in family wealth transfers as well as retirement planning. Richard has over 17 years of experience in the financial services industry and together with Daniel, serves more than $90 million in brokerage and advisory assets.*
Richard began his career as a financial consultant with USBancorp Investments in 2000 and later served as Vice President and Senior Financial Advisor at UnionBanc Investment Services for two years before joining Wells Fargo Advisors, LLC as a Financial Advisor and Vice President for 7 years.
Prior to joining the financial services industry, Richard was a high school history and economics teacher in Los Angeles. He earned his Bachelor’s degree in U.S. History from Loyola Marymount in Los Angeles, graduating Magna Cum Laude. He’s married to his wife Raz, who is a school psychologist, and he enjoys traveling, writing, and is an avid wine collector.