After more than 17 years advising clients in financial matters and 20 years in Electronics with TRW Space Systems and Teledyne Microelectronics Richard is in a unique position to give advice, helping plan individuals financial lives. In the Twin Cities he was first associated with IDS Financial Planners (now known as Ameriprise Financial) and has been with Focus Financial since 1997, running his own independent office in North Branch, MN. He graduated in 1979 with a BS in Technology and with an MBA in 1981 in Business and a minor in Behavioral Science, from Pepperdine University in Malibu, CA.
Services
Financial advise and planning for future financial goals is not just for the wealthy, but also for those who want to build wealth. That 's what I do for my clients by assisting them in setting goals, finding ways of funding those goals, monitoring progress, offering alternatives when appropriate, working through the change process and finally reaching their goals.
As an independent advisor, having experience in budgeted, high pressure business and experience in financial advise in good and bad times, I am in a unique position to assist my clients. I have an array of analytical tools which can provide a framework for the evaluation and assessment of my clients. Having academic training in understanding people and access to exceptional research allows for the investment selections to be of the highest caliber in meeting their needs. Consistent, periodic monitoring assures adherence to a selected strategy and flexiblity of investment providers allows for changes in goals and expectations as needed.
In addition, making sure that my clients have protection against unexpected circumstances provides them with peace of mind. Helping my clients acheive their goals is the reason I am in this business.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
