Richard Magdaleno, CFP® ChFC®

5001 Birch Street
Newport Beach, CA 92660

Phone:

(949) 200-7559

E-mail:

Improving Outcomes Through Prudent Planning

Developing a well thought out investment strategy for financial success can seem as daunting as a steep mountainous landscape to anyone who does not have the time, training, or resources to navigate the terrain. Magdaleno Financial Services, founded in 2007, has been advising and guiding clients on bridging the gap to their financial objectives through prudent investment strategies.

Magdaleno Financial Services provides comprehensive, strategic, investment and financial guidance that focuses on asset preservation and enhancement. We understand the value of the “personal touch” and how important it is for us to be responsive and proactive to the needs of our clients.

True financial security aligns your wealth to enable your goals in life and all the financial considerations in between. Allow us to help you plot a course to your best life.

Take control of your future: Schedule a Complementary Meeting Today

Newsletters

HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Calculators

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Savings Accumulation

Estimate the future value of your current savings.

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