Richard Stockheimer, CLU

CA Insurance License # 0J15921

Rich has a Bachelor of Science degree in Economics from UW River Falls. Rich has 30 years of experience in the financial industry helping clients work towards their goals. He has a good understanding of what people need to feel financially secure. Rich has seen the ups and downs of several market cycles, which has taught him how to best prepare his clients to weather difficult times.

As a financial advisor, “I focus on what’s important to my clients. This may include developing a plan for retirement income, accumulating wealth, managing finances and risk management for families and companies. I take great pride in being a source that my clients can rely on. Everyone has a different definition of financial freedom; my role is to help guide you on your journey to your financial finish line.”

CA Insurance Lic. #OJ15921