Whether you're planning for or living in retirement, saving for college for your children or grandchildren, or trying to protect the financial future of the ones you care for the most, we can develop specific strategies to help you achieve your goals. We work together to monitor your progress to help make sure you stay on track and determine if any adjustments need to be made. Throughout it all, I'm dedicated to providing you world-class, personalized client service.
But I'm not alone. Thousands of dedicated Edward Jones men and women, along with the most up-to-date technology, support my office so we can help ensure you receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with your attorney, tax preparer and other trusted professionals, to deliver a comprehensive strategy that leverages everyone's expertise for your benefit. Working together, we can develop a complete, tailored strategy to help you achieve your financial goals.
My name is Rick Riegle and I am a financial advisor with Edward Jones here in Laguna Niguel. I hold the Certified Financial Planner™ (CFP®) designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I currently volunteer as the chairman of the Laguna Niguel Chamber of Commerce, vice-chairman of the city's investment, banking and audit committee and a member of the Laguna Niguel Lions Club. I believe in serving my clients and my community with the strongest ethic in commitment and dedication.
Phone NumberRick Riegle at (949) 249-8248
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