We are a financial services firm that specializes in helping our client’s transition into retirement. We offer customized plans for your pension, savings, and estate planning needs. This includes experience in various pension and retirement plans, investments, long-term care, insurance, and estate planning. About Richard- With over 25 years of money management and financial planning experience, Ri
chard Sturm has helped hundreds of individuals with the process of retiring from their jobs. He began his career at MetLife Securities specializing in addressing the unique needs of retirees. In 1993, Richard earned a fellowship from the National Association of Insurance and Financial Advisors, a designation for those professionals that have undergone extensive training, met strict qualifications, and demonstrated high standards to their profession. Later Richard would open a private financial planning practice which now includes full-service brokerage and financial management services. As a public speaker, Richard has lent his motivational style to many corporate, fraternal, civic and church organizations. Among these groups, Richard has spoken for the Lion's Club International, The Optimists, the City of Westminster, the Communications Workers of America, and numerous churches and Christian groups. Richard frequently teaches public classes on financial management, Social Security and retirement income planning. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. For a list of states in which we are registered to do business, please visit www.petropensions.com.
