Richard Moran

Senior Financial Advisor

Phone: 310.406.3080 ext.304
Fax: 310.406.3082

Rich is a well-respected and well-known personal financial advisor. He was named one of the "100 Most Exclusive Financial Advisors" by the editors of Worth Magazine in October 2004. He was similarly named one of the "250 Best Financial Advisors" in six earlier years, from October 1998-2003, by Worth Magazine. Rich provides financial planning services for individuals in conjunction with three professional colleagues and five staff. He is an Investment Adviser Representative and provides advisory services through Financial Network Investment Corporation.

He has been active in professional organizations at the national level. Rich currently serves on the Editorial Review Board for the Journal of Financial Planning, the principle peer-reviewed publication for certified financial planning practitioners. He recently served on the CFP Board of Practice Standards and developed mandatory standards for all 40,000 CFP certificants nationwide. Earlier, he was elected to the National Board of International Association for Financial Planning, where he chaired the National Ethics Committee and the Conference for Advanced Planning. He was also president of their Los Angeles chapter.

Rich is interviewed in professional and trade publications for topics such as asset allocation, investment selection, advisor selection, employee stock options and retirement planning strategies. He was a panelist at the popular Los Angeles Times Investment Strategies Conferences and was featured in a "Money Makeover" article in that publication. Rich co-authored "Elements of Retirement Planning" in Financial Planning for Physicians and Healthcare Professionals, published by Harcourt in 2000 (529 pages) and re-published in two later editions. He has a B.S. in Economics from Purdue University and lives in Rancho Palos Verdes with his wife Beth.