About Richard Sturm
Wealth Manager
Professional Expertise
Since 1989, Richard Sturm has dedicated his career to helping families make informed decisions about their financial futures. With a passion for making financial planning transparent and accessible, Richard empowers his clients to confidently navigate their financial futures.
Richard began his investment career at MetLife Securities, where he specialized in addressing the unique needs of retirees, focusing on the management of pensions and retirement assets. This passion for helping clients pursue their goals led Richard to establish his own private financial planning practice, offering comprehensive financial planning and wealth management services.
In the mid-1990s, Richard further refined his expertise, specializing in retirement planning for employees in the oil and gas sector. Recognizing the industry’s unique challenges, he developed tailored strategies to meet the diverse needs of energy professionals and their families. Richard’s commitment to exceptional customer service extends beyond his clients, as he aims to create lasting financial legacies that impact future generations.
Richard holds Series 6, Series 7, and Series 63 licenses through LPL Financial, as well as a Series 65 license through New Edge Advisors, LLC.
He holds a degree in business.
Engaging Speaker and Educator
As a public speaker, Richard combines his motivational style with deep expertise to inspire and educate and entertain audiences. He has spoken for prominent organizations, including Lion’s Club International, The Optimists, the City of Westminster, and the Communications Workers of America. His dynamic presentations have also reached numerous faith-based organizations and churches across the country.
In addition to his speaking engagements, Richard is a passionate educator. He regularly teaches classes on financial management, Social Security, and retirement income planning. His insights have been featured in respected publications such as U.S. News and World Report, Yahoo! Homes, and Consumer’s Digest, establishing him as a trusted voice in financial planning.
Personal Life
A native Californian, Richard was raised around Long Beach and now resides in Orange County with his wife, Tracy Sturm, a successful Realtor® with RE/MAX Real Estate Specialists. Together, they are the proud parents of two children, Zachary and Sarah.
Richard’s personal and professional life reflects his commitment to building strong relationships, supporting others, and making a positive impact. Whether guiding clients, inspiring audiences, or spending time with his family, Richard’s dedication to excellence shines through in all he does.

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