PROVIDING FINANCIAL SOLUTIONS

ABOUT RICHARD WHITTON, CPA, MBA, ChFC, CFP®

Experience
My background is a little bit different from that of many other financial advisors in the field:  I earned my CPA designation while working with KPMG (one of the largest international accounting and consulting firms).  

During my tenure at KPMG, I specialized in the private sector, specifically in the small business division.  After KPMG, I was a divisional controller and a chief financial officer in private industry for a number of years. 

Transitioning out of the corporate world, I began my financial consulting specialization with one of the nation's leading financial planning firms.  

During that time, I continued my education, and obtained the ChFC (Chartered Financial Consultant) and CFP(r) (Certified Financial Planner(tm)) designations.

After a few years, I felt the need to offer my services in a fee-only practice, moving away from the commissions-based model of the day.  

So, I left the firm and started my own, offering unbiased advice and services.

Credentials
CPA — earned with KPMG
MBA — Claremont Graduate University
ChFC — Chartered Financial Consultant

CFP(r) — Certified Financial Planner(tm)

Education
My undergraduate work was completed at UCLA, where I earned a BA in Economics.

Later, I completed an Executive MBA from Claremont Graduate University. 

Personal
I enjoy spending time with my wife and family. And, I am an avid golfer and sports enthusiast.