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Richard Fogg

An Ameriprise Platinum Financial Services® Practice
CFP®, Senior Financial Advisor
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(858) 693-7556

San Diego, CA 92131
richard.h.fogg@ampf.com

Contact Information


(858) 693-7556
9820 Willow Creek Rd
Ste 210
San Diego, CA 92131
www.ameripriseadvisors.com/richard.h.fogg

My Philosophy

I've been helping people reach their goals for 11 years.

To achieve your dreams, you need a plan. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. More than a pie chart, asset allocation or product recommendations, our plans are carefully written and based on proven principles of financial planning. The plans break down complex topics into simple actions and provide recommendations for how to save, spend, invest and protect the things that are important to you. I will address your needs over time, and deliver recommendations in a written financial plan. It will be updated regularly and will provide you with information tailored specifically to your goals and dreams. We will track your progress on an ongoing basis against your plan, reviewing where you are, where you need to be and what new developments in your life will affect your goals and make adjustments as needed.


Interests

  • I enjoy spending time relaxing with my family.
  • The beach is always a great get-a-way and a favorite spot.
  • Enjoy soccer, golf, good jazz concert and being with friends
  • People need to care about something bigger than themselves!

Community Participation

I support and encourage in my children and others that one must be part of something bigger than themselves. I try to emulate this behavior by participating actively in organizations that give back to and work towards improving peoples lives within our local and global communities.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Science Degree

Areas of Focus

  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

License Information

I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct certain business in MD, CT, AZ, CO, FL, GA, MA, NY, OR, TX, VA

CA Insurance #0C32553

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.