About Richard Sturm
Wealth Manager
hold Richard has been working in the financial services industry since 1989 educating families on the complex decisions they must make when retiring from their jobs.
His investment career began at MetLife Securities where he specialized in the unique needs of retirees including the management of his customer’s pension and retirement assets. Helping his clients pursue their financial goals became Richard’s passion which ultimately led him to open a private financial planning practice including full-service brokerage, financial planning and advisory services.
In the mid-1990s, Richard further honed his expertise in retirement planning for the oil and gas sector, specializing his practice to meet the complex needs of those employees. His dedication to a quality customer service experience is evident in his ongoing efforts to support not just his clients, but also their families to help create a lasting impact on future generations.
Richard is currently registered with FINRA with Series 6, Series 7, and Series 63 licenses through LPL Financial, and holds a Series 65 license through New Edge Advisors, LLC.
He holds a degree in Business.
Public Speaker
As a public speaker, Richard has lent his motivational style to many corporate, fraternal, civic, and faith-based organizations. Among these groups, Richard has spoken for the Lion’s Club International, The Optimists, the City of Westminster, the Communications Workers of America, and numerous faith-based organizations across the country.
You can also find Richard teaching classes on financial management, Social Security, and retirement income planning and has been consulted as a source for various news outlets like U.S. News and World Report, Yahoo! Homes, and Consumer’s Digest.
Personal
Richard is a native Californian who grew up around Long Beach, CA. Today, he calls Orange County home along with his wife Tracy Sturm, a Realtor® at RE/MAX Real Estate Specialists. Richard and Tracy are proud parents of two children, Zachary and Sarah.