Founder and President, Richard Schultz has been providing investment advisory services to individuals and families for over 20 years. Richard’s credentials include: A roster of more than 60 clients with $65+ million in assets under management...
Pacific Investment Research is a boutique investment advisory firm that provides financial planning and investment management services to investors throughout California. We have more than 25 years of experience helping individuals and couples accumulate and preserve the assets they need for a secure financial future. As fee-only fiduciaries, we put our clients' best interests first.
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