1501 East Orangethorpe Avenue, Suite 210,
Our decision to pursue careers as financial professionals is rooted in a profound sense of personal commitment. Having witnessed the struggles faced by many friends and family in their journey for financial guidance, we have dedicated ourselves to leveraging our extensive knowledge of personal finance to empower individuals to better prepare for their financial future. Over the years, we have earned a reputation for our ability to distill complex financial concepts into easily understandable terms, enabling people to easily grasp our personal finance principles. Above all, our dedication extends to our community, as we believe in achieving financial security and independence for the collective well-being and prosperity of our shared environment.
714-449-9696 ext. 1
Jim is a Certified Financial Planner and an Accredited Asset Management Specialist. Jim began his financial career after graduating with a business degree in finance from California State University Fullerton in 1987. In 1989 Jim joined Richey Financial Group, a securities broker-dealer firm, where alongside partners J.H. Richey and Norm Kredit established the registered investment advisory firm of Richey Advisors, Inc. (R.A.I.) in 1992. Jim became president and principal of R.A.I. in October of 2015 and re-organized the firm under the dba of R.A.I. Wealth Management. Throughout his more than 30-year career, Jim has focused on providing independent and objective financial planning and investment management services to clients throughout the U.S.
In addition, Jim served as a board member and Executive Committee member of the North Orange County Chamber of Commerce and currently sits as a board member of the Rotary Club of Fullerton and Fullerton Rotary Foundation as well as President for the club.
Investment Advisor Representative
714-449-9696 ext. 4
Terri received her degree in Accounting from California State University Fullerton in 1988. She became a Certified Public Accountant in 1989. Terri served as a partner at Martin Grassi & Company-Certified Public Accountants from 1993 through 2011, and owner of Terri Grassi, CPA from 2011 through 2019. From 1999 through 2009, Terri was a Registered Representative with a national brokerage firm. In 2010, she joined RAI Wealth Management as an Advisor Representative. She holds a life, disability and health insurance license with the State of California. Terri has been in the financial services industry, admirably serving her clients for more than 30 years.
Terri joined Rotary in 1995 and continues to be active in the Rotary Club of Fullerton and its Foundation. She served as President of the club and as a board member of the Foundation. At the District level of Rotary, she served as Assistant Governor. She currently volunteers her time on various committees of a nonprofit and at a local school. When she has free time, she enjoys spending it with her family
(714)-449-9696 ext. 2
Angel serves as an Investment Advisor Representative at both RAI Wealth Management and Gregory Advisors Incorporated, where he has dedicated his career to help guide individuals and families towards prosperous financial futures.Angel acquired his business degree in Finance from the California State University of Fullerton, concurrently earning a Professional Certificate in Personal Financial Planning. He then went on to complete his Uniform Investment Adviser Law Exam to become an Investment Advisor Representative. With a solid financial foundation and an unyielding devotion to his clients' prosperity, Angel recognizes the unique aspirations and financial circumstances of each individual or family he serves, equipped with the expertise and support required to assist them in achieving their financial goals.Prior to becoming a part of our team, Angel successfully managed a thriving business in Menifee, CA. Angel instilled in himself and his team an unwavering commitment to superior quality, integrity, and the utmost professionalism in their interactions with clients. Through this hands-on experience, he honed the essential skills of business administration.In his free time, you will often see Angel enjoying the outdoors by fishing, hiking, or relaxing by the pool with his five dogs!
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.