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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

Medicare or Medicaid?

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Home Energy Rebates Could Save You Money

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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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