Richard J. Nott, CFP^®

CFA, CPWA^®

Sr. Wealth Advisor

Lourdmurray

10900 Wilshire Blvd, 5th Floor
Los Angeles, CA 90024

FINANCIAL ADVISOR'S WEBSITE

www.lourdmurray.com

(310) 651-2526 CONNECT WITH Richard

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

No commission; fee-only.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

My Links

Personal Landing Page

General

Richard Nott is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lourdmurray in Los Angeles, CA and the surrounding communities.

Financial Advisor Overview

LourdMurray manages >$6B in assets for uniquely successful people. Our transparent advisory business model is free from the conflicts of interest that exist with brokers & banks. In my practice, my primary concern is the preservation of my client's financial way of life through boom/bust market cycles, investment fads & the cycles of life. I proactively identify opportunities to involve tax, legal and other professional advisors with the goal of relieving the anxieties of managing wealth so that my client's can enjoy the freedom's that money provides.

Financial Advisor Experience

My career path as an advisor started in 2008 and after guiding clients through 2 "once in a lifetime" financial crises I've learend that behavior is the primary determinant of long-term financial success. I have a very thorough discovery and planning process which seeks to build optimal financial strategies that achieve your goals and delegate worry so you can focus on your craft.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Analyst (CFA)
Other - CPWA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Minority Financing, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Long-term Care, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances