Richard Eddy

Born and raised in Southern California, I spent the first fifteen years of my career as a small business owner, designing and manufacturing all manner of widgets for a variety of industries. In 2005 I decided that I'd had enough of the manufacturing and engineering world, sold my business, and began a career in the financial services industry.

As a financial advisor, I work with a wide variety of clients. I find that almost everybody can benefit from the financial planning process.

My practice is fully independent and my services are comprehensive, including: retirement planning, investment advisory services and portfolio management, insurance planning and risk management, real estate services, and business planning.

I hold the following licenses & credentials:

• Series 65 (Registered Investment Adviser Licensure Examination)
• Life & Health Insurance (California #0E76495 and multiple other states)
• California Real Estate Salesperson (DRE# 01848688)

I'm also a member of several professional associations including the National Association of Insurance and Financial Advisors (NAIFA) & the National Association of Realtors (NAR).

When I'm not working or spending time with my beautiful wife and our yellow Lab Cora, you can often find me chasing golf balls around Mountain Meadows or competing in a USTA tennis match at The Claremont Club. Online you can catch me in the social media space talking about libertarian politics, technology, and everything else that interests me.