Advisors

       Richard Magdaleno, CFP® ChFC® 

Richard Magdaleno began advising clients professionally in 2003 when he transitioned into a new career in financial services. A former Aerospace/Defense Engineer, his clients benefit from his considerable analytical abilities, attention to detail, and methodical approach to problem solving without compromising the personal touch.

Among his professional designations, Richard is a CERTIFIED FINANCIAL PLANNER™ Practitioner and a ChFC designee. The coursework for these designations place a heavy emphasis on advanced planning for individuals that includes Estate Planning, Retirement Planning, Insurance, Taxation and Investments. In addition, Richard also holds a Life, Disability, and Variable Contracts License from the State of California. Professional association memberships include the Financial Planning Association (FPA) and Certified Financial Planning Board of Standards, Inc.

The motivation for starting Magdaleno Financial Services in 2007 was the growing demand from the underserved Latino community for comprehensive planning and independent advice from an advisor who places the client's interests ahead of his own. As a CFP® Certificant, Richard is committed to the high standards of competancy and ethics described in the CFP Board's Code of Ethics and Standards of Conduct.

Academically, Richard worked his way through college and earned a Bachelor of Science degree in Computer Science and Engineering from the California State University, Long Beach (CSULB). Coursework for both the CERTIFIED FINANCIAL PLANNER™ and ChFC designations were completed at the American College.

During his tenure with AXA Advisors, LLC, Richard began using his financial planning skills and grew professionally by collaborating with seasoned advisors, mentoring by subject matter specialists, and availing himself of the considerable practice building resources available from a subsidiary of a Global 100 company.

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