Richard brings over 20 years of experience in the financial services industry with an extensive background in sales management, supervision, accounting, financial planning and financial operations.
Richard graduated from St. John’s University in 1994 with a degree in Business Administration. Prior to joining Retirement Strategies Group, Richard served as the CFO for Western Capital Financial, a national organization which delivered retirement programs on an endorsed basis to members of professional and trade associations and was successfully acquired in 2002. In 2004, Richard started Retirement Strategies Group to develop and deliver Retirement Made Simple to individuals and great companies and the company has grown rapidly since its formation.
Richard holds Series 7, 24, 27, 63, 66 securities licenses and is registered to conduct and supervise securities in all 50 states. CA Insurance License #0D45542.
Richard and his wife Amy have three daughters and reside in San Diego, CA. Richard and his family are very active in Corpus Christi Church and Richard spends a lot of time volunteering at San Diego’s Finest All Stars, an organization dedicated to teaching teamwork and leadership to children through sports.