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Robert R
Series 63
Newport Beach, CA
RJR Financial Services
Robert Richter is the sole advisor at RJR Financial Services in Newport Beach, CA, with seven years of experience in investment advisory and over three decades as a Certified Public Accountant. He held a CPA practice from 1988 to 2021 and has been leading RJR Financial Services since 2014. Richter holds a Series 63 designation. RJR Financial Services primarily serves individual clients, offering discretionary portfolio management across a range of publicly traded securities including equities, mutual funds, ETFs, bonds, REITs, and occasional options. The firm’s investment approach is based on fundamental analysis and long-term investing, supplemented by short-term strategies, with accounts managed on a discretionary basis and near-daily reviews.
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