Richard Baer, Co-Founder and CEO
Richard is co-founder of Legacy Capital Group California, serves as
the company's CEO and is Chairman of the Board. In his 25+ years of financial
planning experience, Richard has amassed knowledge on a wide-ranging list of
financial issues. Today, Richard focuses much of his time seeking creative
solutions to complex tax and financial planning problems. He spends more then
30 days a year in continuing education endeavors to keep himself abreast of
trends in financial services.
With clients in more then 20 states, with needs ranging from income tax planning
to sophisticated estate planning and money management, Richard has developed
an extensive network of attorneys, accountants, money managers and other top
advisors. Through this network, LCGC is able to bring the best talent in the
country into its client relationships.
As part of the Plan Design and Investment Management teams, Richard is involved
in all aspects of the planning and investment processes at LCGC.
Born: New York.
Moved to California: 1959.
Favorite Food: All of them but my favorite dinner is usually leg of lamb with green beans and cauliflower.
Favorite Sports Team: Phil Michelson, Tiger Woods, David Toms, Ernie Els.
Activities & Interests: Golf, reading fiction-mostly mysteries, musical theater, working out, gourmet eating, drinking excellent wine, yoga, hanging out at our beach house in Rio Del Mar.
Something you may not know about Richard:
Rich keeps his office at arctic temperatures.
richard@legacycapitalgroup.com
