Richard Debono
Wealth Strategist | Financial Advisor
“Each one of my clients requires a specific approach,” DeBono said. “I take the time to understand their unique situation so I can help them navigate through their financial journey—not someone else’s.”
Introduction
Richard DeBono is an independent financial advisor with 23 years of experience in the financial services industry. He holds the FINRA Series 7, 63, 65, and California Life Insurance licenses. In the past, he has worked with such firms as Prudential Securities, Avisen Securities, and most recently Ameritas Investment Corp. While Richard specializes in helping retirees transition into their distribution phases, he has a wide array of tools to help clients make efficient investments at any stage of their lives.
Service Team
Joseph Bonacci
Portfolio Management Associate, CFA
Christie Terranova
Office Administrator
Anna Alarcon
Office Administrator
Kaitlyn Pfluger
Administrative Assistant
Executive Team
James Slaughter
President & Co-Founder
Giancarlo Foti
President & Co-Founder
Location & Contact Information
915 Highland Pointe Dr.
Suite 150
Roseville, CA 95678