About RJR Financial Firm

A Note from Robert J. Richter, Founder:

Robert Richter, CPA“Helping my clients meet their financial goals — often beyond their expectations.”

Over the past twenty years as an investment portfolio manager I have delivered consistent risk adjusted rate of returns for my clients. Many of my client’s have been with me for years, because they have the confidence in my financial planning services and my ability to serve their best interests. My mandate is to bring you freedom from worry and confidence in a sound prudent financial plan.

I pride myself on establishing long-term relationships and helping my clients reach their financial planning goals. Contact me today to see the difference working with a five star money manager can make.

My Credentials

  • Registered Investment Advisor
  • Certified Public Accountant
  • Certification in Financial Planning, Boston University
  • Life Agent (Insurance License)
  • Series 7 & 63 brokers license
  • Masters of Law in Taxation – 1990
  • BA degree in Accounting – 1984
  • Living Trust Specialist

Client Testimonials

“Robert Richter came to our office and explained in detail which pension plan was best for my business. His expertise in managing the investments and knowledge of the financial markets was beyond anything we had experienced previously. I highly recommend Robert to individuals and small businesses.”

– Dental Practice Client, Financial Planning – Newport Beach CA

“I wish I could have found Robert Richter earlier in my life because now at the age of 70, I see that if I had planned differently I would have had a much easier retirement.”

– Retired Client – Tustin, CA

“Robert Richter has given me a secure future. I have trusted him to invest my money over many years and he has given me the financial confidence that a single woman needs, knowing she alone is responsible for her financial health. Thank you, Robert.”

– Sara Pentz, Financial Planning & Investments – Corona Del Mar, CA

“I own a small business. I have a great deal of contact with the public. When I became a client of Robert Richter he encouraged me to form a corporation for a variety of tax and liability reasons. I’m very glad I did. And, furthermore, it did not cost me an arm and a leg.”

– Corporate Client, Financial Management – Irvine, CA

“Robert Richter has prepared my taxes and managed my investments for 15 years. He has always achieved a good rate of return. He has also saved money for me in the area of taxes because of his knowledge of the current tax loopholes and laws.”

– Management and Financial Planning Client – Laguna Beach, CA

“When I retired from Boeing, I took my 401 (k) plan and rolled it over into an IRA with Robert Richter. He was able to show me the difference between the limited choices in mutual funds I had with Boeing and how my new investments were allocated to the best funds with superior performance then my old 401(k) funds.”

– Engineer Client, Financial Services – Huntington Beach, CA

“When I took my portfolio to Robert Richter, he listened to my needs and took the time to put together a portfolio I could live and sleep with at night. Over the past seven years I have had steady returns and we did not lose 50% in the tech bubble crash like my friends and family. In fact, we only had a small 15% reduction in those few bad years.”

– Financial Investment Client – Newport Beach, CA