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Cfp Richard Gilliland
Cfp Richard Gilliland
Branch Manager | Western International Securities
Newport Beach, California, United States
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.
Cfp Richard Gilliland
Work Experience
Branch Manager at
Western International Securities
August 2020 - Present
Executive Vice President, CFP® at
Western International Securities
February 1999 - Present
Member/Chair at
Cerritos Economic Development Commission
January 2004 - January 2007
Financial Consultant, CFM at
Merrill Lynch/Wfc/L. Inc.
October 1992 - February 1999
VP at
The Friends Of Arts Education At The Cerritos Center For The Performing Arts
January 1993 - January 1999
Account Executive at
Baraban Securities
August 1984 - October 1992
Investment Broker at
Marcus & Millichap Real Estate Investment Services, Inc.
October 1990 - October 1992
Petty Officer Second Class at
US Navy
January 1982 - January 1988
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
**********@joinwestern.com
*******@wisdirect.com
*****************@calsurance.com
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