Redwood Shores, California Office

3 Lagoon Drive
Suite 190
Redwood City, CA 94065

Phone: (415) 989-1915

Fax: (866) 565-8305

Richard Torres

Richard Torres, CFP®

Senior Financial Planner

Redwood Shores, California

  • Richard enjoys serving as a Financial Planning Associate because of the opportunity it offers to directly impact people’s lives as they work toward meeting their financial and personal goals. Richard’s prime directive for anyone preparing for their future is: “Make a plan. Then stick to it.”

  • Previously, Richard worked with eMoney Advisor.

  • Richard graduated from the University of California San Diego, earning a bachelor’s degree in Economics. Recently, he received the CERTIFIED FINANCIAL PLANNER™ certification.

  • Outside of work, Richard likes binging on HBO/Netflix shows, hiking, occasionally visiting the gym, trying new bars and restaurants, following local elections and spending “good ol’ quality time” with his friends and family.


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