Richard C King, Financial Advisor
Contact Richard
Phone: (832) 290-0062
Email: [email protected]
Philosophy
Richard’s passion lies in providing comprehensive financial planning for high net worth families, business owners, corporate executives, and family wealth transfer. His dedication to ensuring financial security and prosperity for his clients is unwavering.
Richard has a strong foundation in Business Management. He earned his Bachelors of Science degree from West Point and went on to achieve the Certified Retirement Planning Counselor (CRPC) designation. His thirst for knowledge led him to complete his Certified Financial Planner (CFP) education at Rice University.
Beyond the world of wealth management, Richard cherishes time spent with his wife and their two dogs and cats. His adventurous spirit finds expression in traveling and skydiving and while at home he enjoys DIY projects. Richard also makes a meaningful impact by volunteering at animal shelters, demonstrating his commitment to both financial well-being and community welfare.
Products & Services
Comprehensive Financial Planning
Investment Management
Retirement Planning
Tax planning and Optimization
Estate Planning
Risk Management and Insurance
Debt Management
Education Funding
Employee Benefits Optimization
Business Planning
Family Governance and Legacy Planning
Socially Responsible Investing
Charitable Giving Strategies
