Rich is a partner with WCP Private Wealth Advisors in Westlake Village, CA. He has been working with the owners of privately held companies, successful business executives, and wealthy retirees for over 25 years. As a practitioner, his areas of expertise include the design and implementation of creative Investment Plans, Retirement Income Distribution Plans, as well as and Estate and Business Succession Planning.
Rich acted as the Managing Principal of the Westlake Village Sagemark Consulting / Lincoln Financial Advisors office from 2006 to 2011 where he has been responsible for the recruiting and oversight of 30 Financial Advisors.
In addition, during that time he has been the Director of Training for the Pacific Southwest Regional Planning Group as well as a "Coach" for the Sagemark Private Wealth Services Group, a national entity within Lincoln Financial Advisors that provides resources and training to those advisors who specialize in working with High Net Worth Clients. He is still a contributing member of that organization today.
Rich holds a B.A. degree in Economics from UCLA where he is still active with the Alumni Association. He has also served on the Board of Directors of the Financial Planning Association for Ventura County as well as on the Planned Giving Council for the Ventura County Community Foundation. He has also been involved with the UCLA Alumni Association, Association for General Contractors, and the Western Growers Association.
Rich is married, and resides with his wife Lauren, daughter Penny, and son Carson, in Westlake Village, CA.