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Your Advisor

Louis Richards

I am a Southern California native, proudly hailing from the Inland Empire. My academic journey led me to attain a Bachelor's degree in Business from Cal Poly Pomona and subsequently achieve an MBA from the esteemed Claremont Graduate University. My personal life is enriched by my marriage to my wife Melanie, with whom I share the joy of raising two incredible teenage boys, Jayden and Isaiah.


​In my professional life, I hold various licenses including Life and Health insurance license, FINRA Series 7, 65, and 63 investment licenses. Over the course of the past 18 years, I have dedicated myself to the financial service industry. My mission has always been to assist business owners, individuals, and families in safeguarding what matters most to them, charting a course for their financial future, and preparing for the unexpected twists that life may throw their way. I eagerly anticipate the opportunity to support you, both now and in the years to come, in fulfilling your financial planning objectives.

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