The Team

Porter, Ritchie & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Mark Porter

Mark Porter

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Women's Financial Strategies
  • Charitable Giving
  • Financial Strategies for LGBTQ Couples and Families
CA Insurance #0D93357

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John Ritchie

John Ritchie

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

B.S. Temple University, Finance Major, M.B.A. Temple University, Economics
CA Insurance #0C70833

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Greg C Musick

Greg C Musick

Financial Advisor

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Designations

CFP®, CMFC®

Top Areas of Focus

  • Employee Stock Options
  • Investment Management
  • Retirement Planning Strategies

Education

Bachelor of Business Administration at Texas A&M University, 2000
CA Insurance #0I64770

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Ben Bernstein

Ben Bernstein

Financial Advisor

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Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Education

B.A. Economics with honors, UC Davis, CA, 2001.

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Our Staff

Trent Sova

Trent Sova

Registered Client Service Associate

Jeanette Strother

Jeanette Strother

Registered Operations Leader

Karen Xie

Karen Xie

Client Service Associate