
I am an experienced professional, who brings a burning desire to make a difference in the lives of my clients and in my community. Let me help you crystalize your goals, chart a course to achieve your objectives, and protect what’s most important to you.
Richard McFalls
Richard began his career in Financial Services and Insurance in 2013, focused on helping his clients in the areas of protecting their assets and building wealth. He is passionately committed to providing business entities, business professionals, individuals, and families with the education and tools necessary to make informed decisions regarding their finances and future. He keeps current with financial trends and offers outstanding personalized service, with high ethical standards and integrity. Richard is a native of Los Angeles, is married and has two beautiful daughters. As an involved member of his community, he is committed to encouraging financial literacy. He is active with his local Neighborhood Council and belongs to several chambers and networking groups. He and his wife are dedicated to their church and family. They work extensively with their PTA and school committees at their children’s school. Prior to his career in the Insurance and Financial Services realm, he had a long and respected tenure in sales and marketing in the music industry as a Classical and Jazz specialist. His hobbies include music and the arts, astronomy, and space exploration, bicycling, hiking and comic books. He is also a veteran radio broadcaster, hosting and producing a classical music program since 1992.
Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance ID: 0I43406
At our firm, we have the client—and only the client—in mind.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from creating a strategy to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.