Today’s featured member was Richard A Rupp of Western Financial Planning. Rich gave a great and lively speech preaching the virtues of financial planning and making smart decisions with money. He illustrated his points by drawing side-by-side comparisons between a person with an “entitlement,” or scarcity mindset versus a person who’s focused on achieving goals and augmenting their financial future. He punctuated his points by driving home the regular habits and choices that financially independent people follow.

Richard A Rupp

Rich was born and raised in Western Pennsylvania and graduated with a bachelor’s degree from Penn State University. He has been living in San Diego County since 1975; He was employed by Avco Financial Services for six years and served as branch manager for three different offices here in the county.

Rich has been married to Joan for 36 years and has three children: Adam, 27, Amanda, 24, and Natalie, 24.

He helps clients identify their retirement and educational goals and then create a path for them to achieve those goals. This is done by strategic asset allocation of existing and newly invested monies.

Qualifications

Series 7 -General Securities
Series 24 – General Securities Principal
Series 63 – Uniform Securities Agent State Law Exam
Series 65 – Uniform Investment Advisor Exam
State of CA – Real Estate License
State of CA – Insurance License for:

• Accident and Health
• Life
• Variable Contracts

There’s no question that choosing to talk to Rich Rupp can be one of the best “choices” you ever make! You can find his contact info below:

Rich Rupp
Western Financial Advisors
5186 Carroll Canyon Rd., Ste. 100
San Diego, CA 92121

Office: (858) 677-0476
Fax: (858) 677-0476
Cell: (760) 420-6634
rich@wfpc.com