Let’s Collaborate
Jeffrey Richter, AAMS®
CEO
Nils Wickman, CFP®
Financial Planner
Jep Pickett, CPA, PFS, CFP®
Financial Consultant
Nathan Schorsch
Financial Consultant
David Gerson
Office Administrator
We Are Here For You
Whether you are just starting to think about organizing your financial life, ready to take the next steps, or want to evaluate your current financial plan, We’re here to help. Financial planning questions? Want to use our services? Have questions about your existing account? Get in touch.
Sherman Oaks, CA (Main Office)
14140 Magnolia Blvd. Sherman Oaks, CA 91423
Phone: 818.986.1479
Fax: 888.270.2890
Newport Beach, CA
20201 SW Birch St. Suite 275 Newport Beach, CA 92660
Phone: 714.361.0171
Hillsboro, OR
145 NE Lincoln Ct Hillsboro, OR 97124
Phone: 503.334.7864
Tacoma, WA
755 South Tyler St. Tacoma, WA 98405
Phone: 952.270.6108