Broker Check

About Richard

About Richard

Financial Adviser

Richard has been working in the financial services industry since 1989 helping individuals plan, implement and manage their retirement assets. He began his investment career with MetLife Securities specializing in the unique needs of senior citizens.

It wasn't long before Richard was recognized as a leader in his practice which provided him many opportunities to train other financial advisors on the subject of retirement planning.

In 1993, Richard earned a fellowship from the National Association of Insurance and Financial Advisors, a designation for those professionals that have undergone extensive training, met strict qualifications, and demonstrated high standards to their profession.

Later Richard would open a private financial planning practice which included full-service brokerage and financial management services.

Richard holds a degree in Business.

Learn more about our services ► Click Here

Public Speaker and Educator

Richard Richard Outdoor Richard Mic 

As a public speaker, Richard has lent his motivational style to many corporate, fraternal, civic and church organizations. Among these groups, Richard has spoken for the Lion's Club International, The Optimists, the City of Westminster, the Communications Workers of America, and numerous churches and Christian groups.

You can also find Richard teaching classes on financial management, Social Security and retirement income planning and is often consulted as a source for news outlets such as U.S. News and World Report, Yahoo! Homes, and Consumer’s Digest.


Richard Sturm Family Richard and Tracy Sturm Zachary and Sarah Sturm 

Richard is the youngest of five children. His parents modeled for their children the importance of a strong work ethic, initiative, and the belief in the fundamental values that allow Americans the opportunity to achieve their dreams.

A native to Southern California, Richard was born and raised in Southern California. He and his wife Tracy, a Realtor® and manager for RE/MAX Real Estate Specialists, call Orange County their home.

Learn more about our services ► Click Here

The information being provided is strictly as a courtesy.  When you link to the web site provided herewith, you are leaving this site.