Richard has spent his entire 45-year career in the financial services industry in Marin County, California. In 1978 he formed his own firm, Richard J. Boyer & Associates, which eventually became Stonebridge Financial Group. In the beginning years Rick built his experience around providing investment and insurance strategies to the Entertainment Industry. Rick still enjoys long lasting relationships with some of the world’s leading entertainers. As a principal of Stonebridge, Richard helps private clients accumulate, protect and preserve their net worth. His focus is business succession and continuation, retirement and strategic estate planning strategies. Richard holds Chartered Life Underwriter and Chartered Financial Consultant designations issued by the Society of Financial Service Professionals and is a member of the Elite Advisor Group which is an internal recognition program of Equitable Advisors, LLC. He is a graduate of Indiana University in Bloomington, Indiana and a Bach enthusiast who is on the advisory council for the American Bach Soloists. Richard lives in Marin with his wife Sharon and enjoys spending time with his seven grandchildren.
California Insurance License #0475395