As a young officer in the US Marine Corps I was taught that prior, proper planning was essential to a successful mission. During my career in the technology industry, in positions ranging from systems engineer to executive management, this lesson was reinforced and my skills increased. As an Edward Jones financial advisor I have honed these skills to help my clients plan and bring to fruition their financial strategy. This is at the core of what I do as a financial advisor.
Successful financial strategies start with knowing my client's personality, objectives and background. This knowledge leads to developing solutions that are based on my client's goals and tolerance for risk.
My reward has been seeing the confidence and security my clients have gained as their strategy meets their retirement objectives over the years. I have developed long-term relationships with frequent interactions each year to review objectives and discuss family events.
The Rotary motto is "Service above Self". As an active member of my Rotary club I incorporate this belief into my practice. Whether it is a client who is just starting their working careers or a client who is in the later stages of retirement, my goal is to provide optimal and personalized service.
My six young grandchildren provide the joy of seeing the next generation developing and the success of my three children makes me proud. The outdoors have been a passion since I first backpacked as a Boy Scout in the Sierra Nevada's. Flyfishing and yoga are the activities I use now to reinvigorate my mind and body. My wife, also an Edward Jones financial advisor, provides invaluable support. These things all help me bring fresh perspectives and energy to my passion of being a financial advisor.
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Social Responsibility
- History and Museums
Phone NumberRich Otto at (831) 763-0170
|Mon||08:30AM - 04:00PM|
|Tue||08:30AM - 04:00PM|
|Wed||08:30AM - 04:00PM|
|Thu||08:30AM - 04:00PM|
|Fri||08:30AM - 02:00PM|
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