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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
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Stonebridge Financial Group’s commitment to providing strategic financial services encompasses every step from the creative design and implementation process to ongoing client support – resulting in an exceptional degree of client service.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Stonebridge Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5461282 (07/23) (Exp. 07/27)
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