Richard K. Azouz has been immersed in the financial services industry since the age of 14, when he began his career as an intern at PaineWebber. Inspired by the dynamic nature of the business and the meaningful relationships advisors built with their clients, he knew early on that wealth management would be his life’s work. After graduating with honors from California State University, Northridge in 1997, Richard officially entered the industry and joined LPL Financial in 2000. Over the course of his career, he has built a reputation for thoughtful planning, disciplined investment management, and long-term client partnerships. After 9 years with LPL, he joined Summit Brokerage Services, Inc., before returning to LPL Financial in 2018, where he continues to serve his clients today. 

Richard holds Series 7, 24, 63, and 66 registrations through LPL Financial. He is a Certified Wealth Strategist® and an Accredited Investment Fiduciary®, reflecting his commitment to advanced planning strategies and fiduciary standards. 

His practice focuses on serving high-net-worth individuals, physicians, and business owners with $500,000 or more in investable assets. Richard provides comprehensive financial planning and wealth management services, including fee-based asset management, retirement planning, insurance strategies, education funding, and estate planning coordination. 

He is dedicated to helping clients make confident financial decisions, simplify complexity, while pursuing financial security across generations.

Linda Nash serves as an Executive Assistant to Richard K. Azouz and is truly the eyes and ears of the office. She is often the first point of contact for clients—providing information, answering questions, and responding to requests with care and efficiency. Understanding that no two clients are alike, Linda builds genuine, personal relationships and tailors her support to meet each client’s unique needs.

Linda is deeply committed to ensuring that no client concern goes unanswered. She believes every question—large or small—deserves thoughtful attention. Driven by a passion for helping others, she takes pride in making clients feel heard, understood, and supported at every step.

Our success is built on people and processes, and Linda is a vital force behind both. She provides essential support to Richard, bringing strong problem-solving abilities, excellent communication skills, and impeccable attention to detail. Linda plays a key role in maintaining office workflow by continually analyzing and refining procedures to enhance efficiency and improve the overall client experience.

Linda holds a degree in Communications and Psychology from California State University, Fullerton. She also brings over 25 years of experience in Information Technology, where she has developed a strong foundation of self-taught technical skills that continue to benefit both clients and the firm.

Outside of work, Linda enjoys spending time with her family, especially her niece and nephew, who are her pride and joy. She relaxes through creative outlets such as Zen Doodling and Diamond Painting. Her true passion, however, is NASCAR. An avid fan, Linda appreciates both the technical precision of the sport and the excitement of cheering on her favorite drivers.

Linda is one of our clients’ greatest assets, helping them move confidently toward their financial goals through her dedication, service, and unwavering support of the firm.