Richard Magdaleno, as the President of Magdaleno Financial Services Inc., leverages over two decades of experience to guide clients through the complexities of financial planning. His dual credentials as a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® underscore his commitment to maintaining the highest standards...
Richard Magdaleno, as the President of Magdaleno Financial Services Inc., leverages over two decades of experience to guide clients through the complexities of financial planning. His dual credentials as a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® underscore his commitment to maintaining the highest standards of professional conduct, ensuring that his clients receive tailored advice that aligns with their unique financial goals. At Magdaleno Financial Services, Richard leads a team dedicated to providing comprehensive financial solutions, including estate planning, retirement strategies, and investment advisory services.
One of Richard's key projects involves developing customized retirement plans for small business owners in the Los Angeles and Orange County areas. By focusing on Small Business Retirement Planning, he helps entrepreneurs navigate the intricacies of 401(k) rollovers, Simple IRAs, and Roth IRAs, ensuring they can secure their financial futures while also considering the welfare of their employees. His approach is rooted in a fiduciary standard, which means that he prioritizes his clients' best interests, fostering trust and transparency in every interaction.
Richard's expertise also extends to wealth transfer strategies, where he assists families in creating effective estate plans that minimize tax liabilities and ensure a smooth transition of assets to future generations. His holistic view of financial services allows him to integrate life insurance solutions into broader financial plans, providing clients with peace of mind and financial security. Through prudent planning and a client-centered approach, Richard Magdaleno is dedicated to improving outcomes for his clients, helping them achieve their financial aspirations with confidence.
