Financial Services

Robert Richter has been providing Investment Management and Financial Planning services to Orange County for more than 20 years – serving the communities of Costa Mesa, Irvine, Laguna Beach, Newport Beach, Huntington Beach, Tustin and more.

Robert Richter is a  Registered Investment Advisor committed to helping individuals and families work toward achieving their financial goals with financial advice and investment management guidance. The primary focus is to deliver the best investment results and the highest individualized level of service for his clients.

Financial Services:

  • Investments and Portfolio Management
  • Financial Planning Services
  • Pension and Retirement Planning
  • Life and Long-Term Insurance
  • Income Tax Planning and Preparation