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 sold my business and started working in the financial services industry.

As an investment advisor and financial planner, 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, and business planning.

When I'm not working or spending time with my beautiful wife and our yellow Labrador retriever Cora, you can often find me chasing a little white ball around Sierra La Verne Country Club or competing in a USTA tennis match at The Claremont Club. Online you can catch me in the social media space talking money, politics, technology, and everything else that interests me.

I hold the following licenses & credentials:

Series 65 (Registered Investment Adviser License Examination)

Life & Health Insurance (California #0E76495 and multiple other states)

Real Estate Salesperson (California BRE# 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).