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An Ameriprise Platinum Financial Services® Practice

 
 
Richard Fogg Ameriprise Financial Advisor

Richard Fogg

CFP®

Senior Financial Advisor

 

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(858) 693-7556

richard.h.fogg@ampf.com

 
 

12

Years of Experience

Print Summary

FOGG & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Bachelor of Science Degree

Office Location

9820 Willow Creek Rd
Ste 210
San Diego, CA 92131-1114
Map (858) 693-7556

Awards & Recognition

  • FIVE STAR Wealth Manager
  • Ameriprise Circle of Success

Education

  • San Diego State University, Bachelor of Science, Financial Services

Professional Associations

  • Financial Planning Association

License Information

I am licensed and registered to conduct business in CA.

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

My Approach

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.

Areas of Focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies

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.

Del Mar/Solana Beach Rotary

Hillel of San Diego

SDSU Presidents Leadership Fund

Market Watch

Market News
  • FIVE STAR Wealth Manager: The FIVE STAR Wealth Manager evaluation process is conducted annually. Information after the survey dates may have changed. FIVE STAR Wealth Managers do not pay to be included in the list of FIVE STAR Wealth Managers. Surveys were administered, by mail and phone, to high-net-worth households and financial service professionals (see research link for market specific details). No more than seven percent of wealth managers in a metro area receive the FIVE STAR recognition. A wealth manager's score reflects an average of all survey respondents and may not be representative of any one client’s experience. Wealth managers may or may not use discretionary control in managing their client’s assets. Inclusion on the FIVE STAR Wealth Manager list is not an endorsement by Crescendo Business Services, LLC. Working with a FIVE STAR Wealth Manager or any wealth manager is no guarantee of future investment success nor is it a guarantee that the selected wealth managers will be awarded this accomplishment by Crescendo in the future. Investors should not consider the FIVE STAR recognition as a substitute for their own due diligence and research when evaluating a financial professional’s qualifications to conduct business on their behalf. For more information on the FIVE STAR recognition and the selection methodology go to: www.fivestarprofessional.com/wmresearchspecs

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  • 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.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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