Richard  Magdaleno,  CFP<sup>&reg;</sup> - Financial Advisor

Richard Magdaleno, CFP®

ChFC®

President

Magdaleno Financial Services, Inc.

5001 Birch St
Newport Beach, CA 92660
FINANCIAL ADVISOR'S WEBSITE
(949) 200-7559

General

Richard Magdaleno is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Magdaleno Financial Services, Inc. in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: CA
  • Variable annuities: CA

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Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Estate Planning, Mutual Funds, Insurance, Retirement, Succession Planning, Sudden Wealth

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