Richard began his career in 1970
as a securities analyst with extensive accounting background. He holds a Master's
Degree in Finance from UCLA and a C.F.A. (Chartered Financial Analyst) designation. Richard
served as a securities analyst and V.P. for two major investment firms and headed the
mutual fund/due diligence department for a nationwide broker/dealer firm. He
co-developed an asset allocation model used successfully by long-term investors and
qualified plans to select the proper mix of assets for their investment objectives. Since 1990, Richard has served as a securities and insurance broker (license #0770035). In 1994, Goshert Financial Pension & Insurance services was formed to meet employee benefit needs of business and the financial goals of individuals. The firm designs and markets (1) employee benefits such as qualified (i.e. 401K) & non-qualified retirement plans, group medical/dental plans, workers' comp, P & L insurance, group disability & long term care insurance, keyman insurance, buy-sell agreements and (2) individual investment programs, long term care and life insurance based on individual needs analysis (no charge). |
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