The Team

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Our Advisors

Rich Bologna

Rich Bologna

Financial Advisor

More about me...



Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management


B.S. Recreation Administration, CSU Fresno. Fresno, CA
CA Insurance #0G82432


Our Staff

Clarissa Ramos

Registered Practice Associate

Ritu Khanna

Client Service Associate

Shiva Fakurnejad

Client Service Coordinator