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Client-Focused Personal Relationship Dedicated to Your Success
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Passionately committed to finding investment opportunities for growth and income portfolios |
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IRA rollover options from your previous employer's 401(k), 403(b) and profit sharing plans |
Throughout Richard's 30 years of experience in the financial services industry, he has gained a reputation of working with families and individuals to help grow and preserve their wealth. He strives to know his clients well and build long-lasting relationships. Richard also understands that planning for retirement generates many questions. He is committed to making sure he personally addresses client concerns. His ultimate goal is for your retirement to be enjoyed without financial stress. We all know that the world is full of uncertainty, and building long-term relationships helps foster confidence that your financial advisor can help you attain your goals. Richard would be honored to have the opportunity to share his approach with you.
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Areas of Focus
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Award Selection Process
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Advisor selection is not reflective of individual client satisfaction or future performance. Please see below for important information on the scope of the award and the Five Star selection process. Wells Fargo Advisors, LLC, Member SIPC. [CAR 0112-4242 01/25/2012].
Five Star Professional identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the San Diego area (includes San Diego county in the state of California) to gather wealth manager nominations. Self-nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2013 Five Star Wealth Managers to be no more than 7% of the approximately 11,400 wealth managers in the area. 1,675 award candidates in the San Diego area were considered for the award, of which 417 were named 2013 Five Star Wealth Managers.
- Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
- The Five Star award is not indicative of the wealth manager's future performance.
- Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
- The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or San Diego Magazine.
- Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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