My goal is to help people worry less about their finances so they can focus on what is important to them. For many people, managing their finances can be an overwhelming task. They want to be a part of the process but don’t have the time, temperament or knowledge to do it alone.
Even people with substantial wealth wonder when they can retire safely and want to know how much they can spend. I believe that in addition to helping clients grow and protect their assets, they need an advocate to help them financially integrate all the other professionals that are part of their life such as working with their CPA, estate planning attorney, real estate agent and mortgage broker. As a result, my advice is solution based on my client’s big picture, not product focused.
I provides expertise in financial planning, asset management, retirement planning, income distribution in retirement, small business benefits, insurance and college planning. I am a fee-based planner that takes seriously my fiduciary responsibility of putting my clients’ first.
Riccio Wealth Management Advisors was developed with 2 guiding principles. Provide a personal, high quality service model for clients and be independent so a best in class solution may be offered free of obligations to a specific company.
My husband Peter and I live in Coto de Caza, Ca. Our daughter is a social worker in Tempe, AZ. I am a board member of the Coto Committee of the Orange County Philharmonic and is passionate about musical education for our youth. I love music, reading, traveling, walking and biking. Prior to becoming a financial advisor, I had a successful career as a Global Consulting Manager at Hewlett Packard.
I am a Registered Representative of Cambridge Investment Research and an Investment Advisor Representative of Cooper McManus, Inc. I have a CA Insurance License and a BS Degree from Michigan State University.