Find the Certified Financial Planner™
Who's right for you.

Richard Magdaleno, CFP®, ChFC®

Magdaleno Financial Services, Inc.

5001 Birch Street
Newport Beach, CA 92660
Phone: (949) 200-7559
Fax: (949) 200-7441

Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • Estate Planning
  • Insurance
  • Retirement
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.