Richard Boyd
Certified Financial Planner
- Role
- Certified Financial Planner at JPMorganChase
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Richard Boyd
With more than 10 years of experience in account management and sales, Richard prides himself on being an organized individual that thrives in relationship management roles and complex sales cycles requiring dedication, focus and creativity. As a Financial Advisor, Richard enjoys helping clients identify their financial goals and collaborating with Investment Committees and research teams to both build and manage client portfolios. Richard began his career in the Denver area advising clients on their financial needs with a focus on holistic financial planning and risk management while also helping employers provide benefits to employees.Securities offered through Securities America, Inc, Member FINRA/SIPC. Advisory services offered through PFG Advisors. California Coast Financial Services, California Coast Credit Union, Securities America, and PFG Advisors are separate entities.
Experience
Certified Financial Planner
May 2025 — Present
Education
College for Financial Planning
Financial Planning Certificate, Finance and Financial Management Services
University of Colorado Boulder
Bachelor of Science (B.S.), Economics
2008 — 2012
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