Vice President, Wealth Advisor
Since 1994, Rich has overseen the personal finances of affluent individuals and families in Los Angeles and throughout the United States. His clients include people in the entertainment industry, corporate executives, doctors, lawyers, business owners and retired individuals. He has developed unique and innovative strategies to provide his clients consistent and predictable income and investment growth and help them build wealth for retirement, meet personal financial goals, minimize taxes, and attain financial security and independence.
Throughout his 28-year career in wealth management, Rich has been mentioned and quoted in The Wall Street Journal, Investor’s Business Daily, Kiplinger’s Personal Finance, Financial Planning Magazine, Variety, The Los Angeles Business Journal, U.S. News & World Report, and other financial publications.
Rich especially enjoys working with musicians because, in addition to his work as a financial advisor, he has played, composed and produced music professionally for more than 40 years and performed and recorded with some of the top names in music. Rich’s clientele includes composers, producers, recording artists, touring and session musicians, and members of some of the world’s leading orchestras.
Prior to joining SteelPeak, Rich was president and CEO of Winer Wealth Management and Vice President of Andover Securities Corp. and Redwood Trading Corp., specialists on the Chicago and Pacific Stock Exchanges.
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