Jeffrey Richter, AAMS®

CEO

Nils Wickman, CFP®

Financial Planner

Jep Pickett, CPA, PFS, CFP®

Financial Consultant

David Gerson

Office Administrator

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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

Tacoma, WA
755 South Tyler St. Tacoma, WA 98405
Phone: 952.270.6108