A resident of Southern California for most of his life, Dick joined the Navy directly out of high school. After leaving his military service in 1971, he went into the insurance industry building a large national brokerage, which operated in 31 states. His company expanded into finance in the mid 1980’s originating and servicing consumer loans throughout its operating territory. In 1995, he sold his companies and started a technology firm specializing in the insurance, finance and the banking industry. In 2003, he began his career as a Financial Advisor and joined a major brokerage firm. He has spent close to 50 years in the insurance and financial services industry.
Today, he continues to be dedicated to helping each client’s portfolio progress in line with their goals. He holds Series 7, 24, 31, 66 and licenses in Life, Fixed and Variable Annuities and Property & Causality insurance. He is a member of FiNet’s, Executive Council for Premier Advisors and in 2016 he was honored to become a member of their Licensee Advisory Board.
Outside of work he keeps busy with his wife of 45 years, Stella, their three daughters and six grandchildren.
CA Insurance License #448651. Resident state: CA