Certified Financial Planner™
Accredited Investment Fiduciary
Master of Business Administration
Accredited Portfolio Management Advisor℠
Chartered Retirement Planning Counselor℠
Richard Alexander is a CERTIFIED FINANCIAL PLANNER™ practitioner and earned his MBA in Financial Planning from California Lutheran University. He also earned a Graduate Certificate in Personal Financial Planning and Bachelor of Science in Financial Services from San Diego State University.
Prior to joining a fee-only firm, Richard held his FINRA Series 7, 66, and CA insurance licenses. He worked for one of the largest independent broker-dealers in the nation where he was responsible for managing client relationships, financial planning, and portfolio management.
Richard serves as a Financial Planner with Pure Financial Advisors, where he works directly with clients to help them develop and implement personalized financial strategies to reach their retirement goals. Richard is well versed in retirement planning, cash flow planning, tax planning, portfolio management, protection planning, and estate planning.
An Orange County native, Richard enjoys spending time with his wife and two sons, exercising, hiking, camping, and assistant coaching for little league baseball and youth soccer.