For more than three decades, Richard has specialized in helping families and their heirs manage the complex financial matters that impact their purpose in life.

A military veteran, Richard earned a bachelor’s degree in business management from the University of Phoenix and is a member in good standing with the Investments and Wealth Institute where he is as a Certified Private Wealth Advisor® and Certified Investment Management Consultant®.

When he’s not at work, Richard enjoys the outdoors and donates his time to local law enforcement and community services. He lives in Costa Mesa with his wife and children.