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Sydney Riccio

(949) 788-1817

Women and Retirement Should You Ever Retire? Social Security: By the Numbers
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Looking for a Financial Advisor or a Financial Coach in Orange County, California?

Can your marriage sabotage your financial goals?  Knowledge is the key.  Find out how to improve your marriage and achieve your financial goals!  See Events for my Marriage and Finances Workshop.

At Riccio Wealth Management Advisors, we believe that everyone can achieve financial independence.  Could you benefit from having a financial coach?

We serve all of Southern Orange County including Coto de Caza, Dana Point, El Toro, Foothill Ranch, IrvineLadera Ranch, Mission Viejo, Newport Beach, Rancho Santa Margarita, San Clemente, San Juan Capistrano, Trabuco Canyon and the surrounding areas. We also have serve clients in Texas, Michigan, Illinois, Oregon and Florida.

As a Client, our commitment to you is to understand your financial goals, both short and long term. We will create a custom plan to achieve your goals.  We will help you implement and monitor the plan while navigating the potential roadblocks and detours that can impact your financial life. 

Together, we work closely as a team -- making sure to stay the course and adapt quickly to the latest developments.  

  • Retirement Planning
  • 2nd Marriage Specialist
  • Business Planning 
  • Financial Planning
  • Women or Suddenly Single
  • Portfolio Management
  • Insurance to manage risk
  • Replacing your Paycheck in Retirement
  • Preserving Wealth

Selecting a Financial Advisor in Orange County, California is a very personal decision.


We suggest that you call for a complimentary evaluation. You can decide if we will provide an environment that meets your personal needs.

For more information or for a consultation,
please call: (949) 788-1817.

Helpful Content

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Anatomy of a Supplemental Health Plan

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.


Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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