Richard Wright

Biography

Richard is a graduate of Georgetown University School of Business in Washington, D.C. He earned his Estate Planning Designation from The American College in Bryn Mawr, Pennsylvania. Richard and his wife Joanna have three children and have resided in the Point Loma community for over twenty years. He is actively involved in the community through various organizations, including Georgetown Alumni Admissions Program, St. Vincent De Paul Village, Boy's Hope ‐ Girl's Hope and is a graduate of LEAD San Diego. Richard enjoys swimming, sailing and is a member of the Coronado Men's Golf Club.

PRESIDENTS CLUB

 

Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.

SPECIALIZATIONS

• Alternative Investments
• Annuities and Insurance
• Asset Management
• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds
• Wealth Management

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