RICHARD ROCK

Richard Rock has been a financial advisor since 1996. He launched his career at Dean Witter in Laguna Hills, CA, after graduating with an Economics degree from UC San Diego. Throughout his career, Richard has guided his clients through all types of markets always working hard to provide them with sound advice to help achieve their goals, whether that be growing their investment portfolios, generating additional income in retirement, or future planning for children and grandchildren. Through two and half decades of experience as an investment advisor and wealth manager, Richard has garnered a great deal of knowledge and experience with which to serve his clients. He has always placed his clients’ goals and interests at the forefront and has derived an immense amount of personal satisfaction from making a difference in the financial lives of his clients. In his spare time, Richard enjoys golfing and mountain biking. He resides with his wife and four children in Laguna Niguel, CA.