Richard K. Azouz, CWS ®, AIF ®
Financial Planner | Certified Wealth Strategist | Accredited Investment Fiduciary
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.