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Magdaleno Financial Services logo over Yosemite Valley view.

Richard Magdaleno, CFP® ChFC®

5001 Birch Street
Newport Beach, CA 92660

Phone:

(949) 200-7559

E-mail:

RichardM@MagdalenoFinancial.com

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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

Whats in Your 401k?

Contributing to your 401k can be a big step toward a more comfortable retirement, but its important to understand exactly what you are getting for your money.

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Bond Market Volatility: What Causes It?

Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Two Tax-Friendly Retirement Plans for the Self-Employed

Describes retirement plan options that help self-employed workers save on taxes.

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Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck