Richard Arzaga
Richard Arzaga is a CFP-designated registered investment advisor at The Real Estate Whisperer(r), based in Monument, CO, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning Services are offered based on a flat fee between $7,500 and $12,500.
- Financial Planning Services are offered based on an hourly fee of $475 per hour.
Location
315 Panoramic Drive, Suite 100, Monument, CO, 80132
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2015Other Business Activities
Richard is an adjunct professor at the University of California Berkeley, teaching certified financial planning coursework. This non-investment related activity requires minimal time.
Employment History
Current Registrations
The Real Estate Whisperer(r)
Previous Registrations
Financial Advocates Investment Management
Cornerstone Wealth Management, INC.
LPL Financial LLC
LPL Financial LLCBroker
Cornerstone Wealth Management, INC.
Associated Securities CORP.
Associated Securities CORP.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.