The Sportfishing Financial Group is a Southern California investment management firm that makes the West Coast fishing grounds their home office. Managing Director Richard Jensen has been working in the financial industry for over 25 years, and his family has been fishing this region for four generations.
Fishing and finances have some similarities-but guesswork or gambling should not be part of the process. In both cases a little experience and a solid plan can greatly contribute to your success. We place our clients' interests above all else-and our business structure backs up those words. In an industry obsessed with finding shortcuts to success, we adhere to an approach that is firmly grounded in evidence, research and proven results.
Fishing and finances have some similarities-but guesswork or gambling should not be part of the process. In both cases a little experience and a solid plan can greatly contribute to your success. We place our clients' interests above all else-and our business structure backs up those words. In an industry obsessed with finding shortcuts to success, we adhere to an approach that is firmly grounded in evidence, research and proven results.
Services
At Sportfishing financial, we play hard on the water, but we also work tirelessly to help you achieve financial success. Our team offers clients a value proposition that we believe is unmatched. We place our clients' interests above all else-and our business structure backs up those words. As an independent Registered Investment Advisor, we are legally obligated to act in clients' best interests at all times.
Rick is Managing Director of Sportfishing Financial Group-a dream job that combines his passion for investing and his passion for fishing. Over a 25-year career, Rick has helped hundreds of business and personal clients meet their investment goals by developing risk-efficient portfolio management strategies.
Sportfishing Financial Group integrates investment advisory services with financial planning to provide our clients with a complete wealth management approach. Each client has a unique financial profile and unique goals. We work with you to determine the most effective ways to translate your wealth into the life you desire.
Sportfishing Financial's clients have three things in common: They are successful, they love to fish, and the fish get bigger every time they tell the story! While we have a ton of fun on the water with our clients, we couldn't be more serious when it comes to helping them meet their financial goals.
We begin our client relationships by learning about your financial situation as well as your personal and financial goals. We also discuss your comfort level with risk and the timeframe in which you wish to achieve your goals. We analyze and evaluate your financial status and decide on the best course to reach your financial goals.
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