Richard P. Moran, CFP
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Richard P. Moran, CFP
Rich Moran has been listed for the last six years as one of the Top 20 Certified Financial Planners in California and one of the Top 100 CFP’s in America by Worth Magazine. His wife Beth is a retired award-winning schoolteacher who volunteers for a Los
Angeles charity that runs a clothing shop to provide clothes for underprivileged inner city children and makes jewelry.
Rich is among the most respected financial advisors in the country.
He is a senior financial advisor with Financial Network, a registered investment advisory and brokerage firm headquartered in Torrance, California. Financial Network has a network of 2,600 financial Representatives in offices throughout the nation.
Rich has been selected as one of only 120 of those financial Representatives to become part of a Premier Client Division, designed to provide the more sophisticated services often needed by high net worth clients.
Rich serves both high net worth clients and their advisors. His specialty is family wealth planning and investment management for families with investment assets exceeding $500,000, or total assets exceeding $2 million. He strongly believes in educating his
clients. The Certified Financial Planner Board of Standards recently elected Rich to their Board of Practice Standards. He is one of nine people responsible for developing practice standards for 34,000 CFP licensees nationwide. He was elected four times to the
Board of Directors of the 17,000 member International Association for Financial Planning where he chaired the National Ethics Committee from 1992 to 1995.
The editors of Worth Magazine named Rich as one of the top 300 personal financial advisors in the country for the last three consecutive years. The Los Angeles Times selected him as a speaker for their 1997 and 1998 Investment Strategies Conferences. In
1986, Rich was selected as one of the ten outstanding investment brokers in the U.S. by the editors of Registered Representative Magazine.
Rich earned his Certified Financial Planner (CFP) designation in 1979 and has maintained continuing education credits far in excess of professional requirements throughout his career. Prior to entering financial services, he worked in a technical and
managerial capacity for three Fortune 500 companies. He holds a B.S. degree in economics from Purdue University.
Rich Moran has been listed for the last six years as one of the Top 20 Certified Financial Planners in California and one of the Top 100 CFP’s in America by Worth Magazine. His wife Beth is a retired award-winning schoolteacher who volunteers for a Los
Angeles charity that runs a clothing shop to provide clothes for underprivileged inner city children and makes jewelry.
Rich is among the most respected financial advisors in the country.
He is a senior financial advisor with Financial Network, a registered investment advisory and brokerage firm headquartered in Torrance, California. Financial Network has a network of 2,600 financial Representatives in offices throughout the nation.
Rich has been selected as one of only 120 of those financial Representatives to become part of a Premier Client Division, designed to provide the more sophisticated services often needed by high net worth clients.
Rich serves both high net worth clients and their advisors. His specialty is family wealth planning and investment management for families with investment assets exceeding $500,000, or total assets exceeding $2 million. He strongly believes in educating his
clients. The Certified Financial Planner Board of Standards recently elected Rich to their Board of Practice Standards. He is one of nine people responsible for developing practice standards for 34,000 CFP licensees nationwide. He was elected four times to the
Board of Directors of the 17,000 member International Association for Financial Planning where he chaired the National Ethics Committee from 1992 to 1995.
The editors of Worth Magazine named Rich as one of the top 300 personal financial advisors in the country for the last three consecutive years. The Los Angeles Times selected him as a speaker for their 1997 and 1998 Investment Strategies Conferences. In
1986, Rich was selected as one of the ten outstanding investment brokers in the U.S. by the editors of Registered Representative Magazine.
Rich earned his Certified Financial Planner (CFP) designation in 1979 and has maintained continuing education credits far in excess of professional requirements throughout his career. Prior to entering financial services, he worked in a technical and
managerial capacity for three Fortune 500 companies. He holds a B.S. degree in economics from Purdue University.
