Skip to main content

Our financial advice team

Richard Fogg

Richard Fogg


Private Wealth Advisor

President of
Pacific Coast Financial Planning Group
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Intergenerational Planning
  • Estate Planning Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Charitable Giving
  • Family Finances
  • Investment Management
  • Business Retirement Plans
  • Women's Financial Strategies
  • Insurance
  • Investments
  • Saving for Education


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

Awards & recognition

  • Ameriprise Circle of Success Diamond Ring, 2020
  • Ameriprise Circle of Success, 2009-2012, 2016-2020
  • Five Star Wealth Manager, 2013, 2015-2017
  • Ameriprise Client Experience Award, 2020


  • CDFA®; Certified Divorce Financial Analyst®


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

Previous experience

  • Partner, Hoyle & Associates, May 1990 – September 1997
  • United States Navy, Petty Officer 3rd Class, May 1985 – May 1990

to receive my newsletters and other financial and market information

Community participation

I believe and encourage others to believe in something bigger than themselves, and I try to instill this in my children and others. I try to emulate this behavior by actively participating and supporting organizations that give back to and work towards improving peoples lives within our local and global communities.