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Richard Oxford

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History

Member for
6 years 9 months 1 week

Personal Info

Full Name
Richard Oxford
Bio

Richard Oxford, an Arizona native, has a diverse career that began with his acceptance to the Naval, Air Force and Coast Guard Academies. Choosing a different path, he graduated from Northern Arizona University with a degree in Geology in 1979. Along the way, he ran on the university track team for two years.  He has been married for 36 years, has two children and three grand children.  All live in Arizona. 

He spent over 20 years in the heavy construction industry completing a Masters of Business Administration at night. As a Senior Project Manager for the largest structural steel contractor in the SW, he completed major projects in Arizona, California, Texas and Nevada culminating in the Eiffel Tower Replica in Las Vegas.

Richard was Chief Operating Officer for the International Import Export Institute (Now Dunlap-Stone University) for four years.  In this position, he helped build what was initially an online training and certification company into an accredited college serving students around the world. He still has ownership and serves on the Board of Directors.

His entry into finance came as an invitation to join his brother in starting Oxford Legacy Planning. As CEO, he helped build this charitable planning company from scratch. This experience with charitable planning and trusts has proven invaluable to planning his clients' needs.  

Richard is currently owner of Richard Oxford Financial. While he is based in Scottsdale, he provides services nationally .  He provides wealth managment services for individuals and businesses, college planning, insurance planning, wealth transfer planning, trust planning and much more.  Using an integrated approach, Richard looks at the whole of your financial and estate plan to ensure harmony between the parts. www.richardoxfordfinancial.com.  

Phone:  602-697-7657

Twitter: @ROxford57

Web: www.richardoxfordfinancial.com

email: rick@RichardOxford.com

 

Investment Advisory Services offered through Sowell Management Services

Personal Webpage
http://www.RichardOxfordFinancial.com

Professional Info

Organization
Richard Oxford Financial, LLC
Job Title
Investment Adviser Representative
Business Website
http://www.RichardOxfordFinancial.com
Industry
Financial Services
Profession
Financial Advisor
Business Description

Richard creates a personalized experience for each and every client.  Richard Oxford Financial utilizes tactical asset management and prudent wealth strategies that are designed to generate strong returns while reducing the level of risk that is found in most investment portfolios. Our goal is to provide wealth creation strategies that generate strong returns relative to the amount of risk taken. This allows risk conscious investors the ability to comfortably allocate a higher portion of their investment portfolios to segments of the financial markets that have historically generated the highest returns. Our services allow clients peace of mind knowing investments they have worked hard to accumulate are being monitored on a regular basis and adjusted as needed.

  1. Financial Planning
  2. Income Planning
  3. College Planning
  4. Insurance Planning
  5. Wealth Transfer Planning
  6. Trust Planning
  7. And more

www.richardoxfordfinancial.com

Investment Advisory Services offered through Sowell Management Services

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Address
7010 East Acoma Drive
Address Line 2
Suite 101
City
Scottsdale
Zip
85254
Phone
602-697-7657

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