Skip to main content

Our financial advice team


Richard Fogg

Richard Fogg

CFP®, CLTC®

Private Wealth Advisor

President of
Pacific Coast Financial Planning Group
23
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

Interests

  • 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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • 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
Newsletter

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.