Fogg & Associates Takes a Holistic Approach to Financial Planning Services
“Fogg & Associates has a simple vision: Help as many clients as possible achieve their financial goals by providing advice that is honest, straightforward and comprehensive. We empower clients and staff alike to achieve both personal and professional objectives, simultaneously guiding long-term assets and life management,” says Richard Fogg, President of Fogg & Associates – a Platinum Financial Services® practice of Ameriprise Financial Services Inc. Fogg team members develop a holistic strategy of comprehensive financial planning for each of their clients. This approach, combined with their commitment to making personal connections with clients, is one of the reasons why Fogg & Associates has won the Five Star Wealth Manager Award from San Diego Magazine – not once, but twice – and has achieved an impressive 96%+ positive satisfaction rating from their clientele.
Fogg & Associates specializes in cash flow management, charitable giving, education and estate planning, as well as investment, tax and retirement strategies. “With the firm’s holistic view of an individual’s life always in mind, we tend to develop portfolios that are aimed at limiting your exposure to the whims of the marketplace. We build asset allocation geared toward the needs of each individual investor based on their long-term goals and tolerance for risk,” notes Fogg.
MEET THE TEAM
Richard Fogg, CFP®, Financial Advisor
As company president, Richard encourages everyone on his team to provide the best client service possible. Richard believes that everyone ultimately shares the same goals – security, happiness and a better future for their children. This belief drives his company’s outlook, as well as his own personal approach to life. For 16 years, Fogg & Associates has operated as a Platinum Financial Services® practice of Ameriprise Financial Services Inc., a nationwide company that shares Fogg & Associates dedication to personalized client service. Richard is an avid supporter of San Diego State University, his alma mater, and is immediate past-president of the Del Mar/Solana Beach Sunrise Rotary Club.
Andrew Hathaway, CFP®, Financial Advisor
Andrew has been with Ameriprise for seven years and with Fogg & Associates for the last five years. He has extensive experience in retirement, estate and tax planning strategies, in addition to investment, education savings and insurance options. Treasurer of the University of Michigan Club in San Diego, he enjoys University of Michigan football, playing soccer and running half marathons.
Radia Bencheikh, Associate Financial Advisor
Radia recently joined the Fogg & Associates team after years of handling financial and investment matters at several international financial houses. She is an active member of Rotary International and was named Rotarian of the Year for 2012-13 by the Del Mar/Solana Beach Sunrise Club.[box title=”At a Glance” box_color=”#132167″]
Name of Business: Fogg & Associates – a Platinum Financial Services® practice of Ameriprise Financial Services Inc.
Owners: Richard H. Fogg, CFP®, Financial Advisor
Years of Practice: 16
Year of Establishment: 1997
Address: 12555 High Bluff Drive, Suite 160, San Diego, CA 92130
Email Contact: Richard.firstname.lastname@example.org
Description of Business: Fogg & Associates empowers clients to achieve both personal and professional objectives, guiding long-term assets and life management. The firm specializes in cash flow management, charitable giving, education and estate planning, as well as investment, tax and retirement strategies. Clients appreciate and value the integrity, holistic financial approach, experienced advice and outstanding levels of personal service provided by 15+ years of comprehensive fee-based advice.