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Cfp Richard Gilliland

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Cfp Richard Gilliland

Branch Manager | Western International Securities

Newport Beach, California, United States

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Cfp Richard Gilliland

Summary

Richard Gilliland is a seasoned Certified Financial Planner (CFP) based in Newport Beach, California, specializing in wealth management for business owners and high-net-worth individuals. With a robust background in financial advisory, he excels in 401(k) retirement planning, asset management, and estate planning. His experience includes working with the US military on financial planning briefs and serving as an expert witness. Richard has held key positions at Western International Securities, where he currently serves as Branch Manager and Executive Vice President. He is also a member of the Cerritos Economic Development Commission, contributing his expertise to local economic growth. With a commitment to aligning investment strategies with clients' risk tolerances, Richard is dedicated to maximizing wealth through innovative financial solutions. His diverse career spans various roles in the financial sector, showcasing his adaptability and leadership in a competitive industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Richard Gilliland

Work Experience

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Branch Manager at

Western International Securities

August 2020 - Present

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Executive Vice President, CFP® at

Western International Securities

February 1999 - Present

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Member/Chair at

Cerritos Economic Development Commission

January 2004 - January 2007

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Financial Consultant, CFM at

Merrill Lynch/Wfc/L. Inc.

October 1992 - February 1999

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VP at

The Friends Of Arts Education At The Cerritos Center For The Performing Arts

January 1993 - January 1999

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Account Executive at

Baraban Securities

August 1984 - October 1992

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Investment Broker at

Marcus & Millichap Real Estate Investment Services, Inc.

October 1990 - October 1992

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Petty Officer Second Class at

US Navy

January 1982 - January 1988

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Cfp Richard Gilliland

Education

University of California, Irvine

January 2003 - January 2004

Excelsior University , Bachelor Of Applied Science - Basc

January 2023

Frequently Asked Questions about Cfp Richard Gilliland

What is Cfp Richard Gilliland email address?

Cfp Richard Gilliland's primary email address is **********@joinwestern.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Richard Gilliland work for?

Cfp Richard Gilliland is a Branch Manager at Western International Securities, a company specializing in Functions related to depository banking.

Where Cfp Richard Gilliland graduated from?

Cfp Richard Gilliland holds a degree in Certified Financial Planner® from University of California, Irvine.

How can I directly contact Cfp Richard Gilliland?

To contact Cfp Richard Gilliland directly, you can use the email address **********@joinwestern.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Richard Gilliland?

Richard Gilliland is a seasoned Certified Financial Planner (CFP) based in Newport Beach, California, specializing in wealth management for business owners and high-net-worth individuals. With a robust background in financial advisory, he excels in 401(k) retirement planning, asset management, and estate planning. His experience includes working with the US military on financial planning briefs and serving as an expert witness. Richard has held key positions at Western International Securities, where he currently serves as Branch Manager and Executive Vice President. He is also a member of the Cerritos Economic Development Commission, contributing his expertise to local economic growth. With a commitment to aligning investment strategies with clients' risk tolerances, Richard is dedicated to maximizing wealth through innovative financial solutions. His diverse career spans various roles in the financial sector, showcasing his adaptability and leadership in a competitive industry.

Cfp`s contact details

mail

**********@joinwestern.com

*******@wisdirect.com

*****************@calsurance.com

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Vartan Telian

Senior Vice President - Investments

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