A complete list of active advisors currently associated with R & R Financial
Warmer can help you find a great advisor at R & R Financial or one who fits your needs even better.
R & R Financial is a fee‑only registered investment adviser that works with individuals (including high‑net‑worth clients) and employer retirement plans. The firm provides wealth management, discretionary investment management, project‑based and ongoing financial planning, and retirement plan consulting and management. The firm builds individualized investment policies and asset allocation targets through client discussions and applies a mix of passive and active strategies informed by manager and fund analysis and Modern Portfolio Theory. Portfolios are generally managed on a discretionary basis with quarterly reviews, and clients can request socially responsible overlays or impose reasonable investment restrictions. R & R offers educational seminars and speaking engagements to groups and organizations — a service the firm notes is purely educational and not individualized advice, and is relatively uncommon among similar advisers. Distinctive operational features include a small, recently established advisory team managing roughly $21.5 million in discretionary assets, provision of ERISA retirement‑plan services (including acting as an investment manager under ERISA), and a team composition that includes CFP® and CFA credentials; the firm generally directs custody to Charles Schwab or Altruist.
To learn more about the advisors currently working at R & R Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Temecula, CA
| 3
| |
Temecula, CA
| 8
|
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