Richard D Barca, CFP®, CRC®
Financial Advisor
Richard D Barca has built a reputation as an advisor who goes the extra mile for his clients. For more than 40 years, he has provided professional investment advice to his clients and helped them to pursue their financial goals and objectives. He enjoys the process of client investment education.
Since 1985, Richard has been working with some of the best investment professionals, money managers, and insurance companies available to bring meaningful value to his clients. He has been a Certified Financial Planner (CFP®) since 1990 and is a Certified Retirement Counselor (CFC®) since 1999. Richard is registered as an FNIRA securities representative with series 6,7,22, and 63; and he is licensed with the California Department of Insurance and able to sell annuities, life, and long-term care insurance. Richard is also an Investment Advisor Representative with Cetera Investment Advisers, LLC.
Richard has built a career on the trust earned from his clients. His approach to financial planning delivers a tailored solution to help meet the needs of each of his clients. Because Richard is a CFP® and CFC®, he holds himself to a fiduciary standard when acting as an Investment Advisor Representative that puts his clients’ money and their well-being first. Giving back to the community is important to Richard, and he has served with several groups, including Boy Scouts, AYSO, Little League, and he is an active Rotarian and holds the honor of a Paul Harris Fellow.
Richard, a native of California, earned a B.S. in Engineering from Cal Poly at San Luis Obispo. His hobbies and interests include gardening, playing bocci, cooking, good food, target shooting, and spending time with his family.
CA Insurance License # 0730813