Rich is a CERTIFIED FINANCIAL PLANNER™ professional who has been a financial advisor since graduating from the University of Rhode Island in 2004. He began his career as a financial professional in 2007 in Las Vegas and joined Southwest Wealth Strategies in 2015. Rich now maintains a practice in both Las Vegas, NV and San Diego, CA, primarily focused on helping educators in public schools, as well as other government employees with their retirement needs. He mainly focuses on retirement planning and educating his clients on their employee benefits, especially state pensions. Rich is dedicated to helping his clients achieve their financial goals and dreams. His business focus is retirement planning, education planning, income distribution planning, wealth management and risk management. Rich lives in San Diego, California with his wife Cara, two daughters, and their dog Baxter. He is an avid sports fan, enjoys traveling, and just about any outdoor activity.
California Insurance License #: 0I46319
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.