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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:

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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

Explains how future tax rules may impact deductibility of charitable donations.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Describes how Roth accounts can generate tax-free retirement income.

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

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How Long Will Your Funds Last?

How much would your monthly lease payment be?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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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