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Rick Giglia, Retirement Coach
Phone 916.745.6427
Mobile 916.412.9949
Email
rickg@myretirementcoach.com
28202 Cabot Road #
300
Laguna Niguel, CA. 92677
Phone 949.365.5670 Fax 949.315.3657
Cell Phone #: 210 771-8639
Rick Giglia has
been providing financial solutions for his clients
since the early 1980’s and has assisted many clients
with Advanced Estate & Retirement Planning and ‘Safe
Money’ strategies. “I believe that to truly succeed,
you need to know and understand your clients well
and always do the right thing for them. “This
includes knowing and understanding their goals,
needs, and resources so you can determine the best
financial solution in retirement. My commitment to
my clients is to provide them with “peace of mind”
by lowering or eliminating their financial risk.
This concept rings especially true for the nation’s
retirees, who quite simply lack the luxury of time.
Rick understands that the need for a safe, secure
retirement plan is absolutely critical for these
individuals, their spouses, and heirs. Rick strives
in helping clients, (1) Create and Grow Wealth, (2)
Protect & Preserve their life savings, (3) Plan the
distribution of their life savings during life in
the most tax-advantageous way, and (4) Plan the
distribution of their life savings at death in the
most tax-advantageous way.
Rick lives in Granite Bay, California and is the
proud parent of two children, Reid, 20, a junior and
Criminal Justice major at San Diego State University
and Katelin,16, a junior at Granite Bay High School.
Rick holds a Bachelor of Science degree in Business
Administration from the prestigious Marshall School
of Business at the University of Southern California
and a M.B.A. from National University.
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