Richard Schechter

I bring over 20 years of experience in wealth preservation, risk management, and investment strategy, with in-depth expertise in diverse asset classes, portfolio diversification, and market dynamics. My knowledge extends to complex tax structures and wealth transfer strategies, which I incorporate into comprehensive estate planning solutions. Previously serving as the "quarterback" of a single-family office, my financial acumen, strategic foresight, and interpersonal skills help individuals and families navigate complex financial landscapes. With a commitment to clear communication, ethical integrity and discretion, I am dedicated to ensuring each client's legacy aligns with their unique goals for lasting impact.

California Insurance License Number (4399410)