Skip to main content

Our financial advice team

Richard Fogg, Private Wealth Advisor serving the San Diego, CA area - Ameriprise Advisors

Richard Fogg


Private Wealth Advisor

Chief Executive Officer 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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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


  • CLTC® Certified Long Term Care
  • CDFA® Certified Divorce Financial Analyst


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

Awards & recognition

  • Pacific Coast Financial Planning Group, Ameriprise Client Experience Award, 2020-2021-2022
  • Ameriprise Circle of Success, 2009-2012, 2016-2022
  • Ameriprise Circle of Success Diamond Ring, 2020
  • Five Star Wealth Manager, 2013, 2015-2017

Previous experience

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


  • 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!