Wealth Management & Financial Planning

Wealth Management & Financial Planning

Richard Middleton

Financial Advisor

Richard serves as a financial advisor at Financial Enhancement Group (FEG). He has been a member of the team since 2015. In his role at FEG, Richard works with qualified money (money in retirement accounts), Medi-Cal planning, and understanding insurance. He helps both families and other advisors understand these unique parts of financial planning.

Richard always enjoyed numbers and helping people. He has been in the insurance industry since 1998. He is a member of Ed Slott's Elite IRA Advisor Group. Richard enjoys getting to meet new people and helping them become comfortable with their finances while implementing strategies that meet their needs.

Richard enjoys watching NFL, being outdoors, camping, and training Augie Doggie. He also enjoys spending time with his grandchildren.



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If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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