Richard Schock

Phone: 818-609-7575
Fax: 818-609-0185
E-mail:

RICHARD ROSS SCHOCK
Registered Advisor
 
“Since entering the financial services profession, I have dedicated my career to preserving the financial strength of the family. My family is the most important thing in my life. I know what it means to have and to give the proper direction so as to achieve financial independence early on in life.”
Acquiring Education and Credentials
“In my early career I logged over 1,300 flight test hours in the high desert of Antelope Valley and I was trained by the U.S. Navy in Advanced Electronics. I am passionate about flying to this day. I also took college, business, and tax courses that helped my family and the people I knew thrive financially.”
·         Successfully Completed: The Series 7 General Securities Representation Examination
·         Successfully Completed: The Series 66 Uniform Combines State Law Examination
·         Successfully Completed: The Series 24 General Securities Principal Examination
·         California State Insurance License # 0409072
·         Graduated Antelope Valley College (California)
 
Building a Strong Foundation in Estate Planning
“I learned the fine art of family and business estate planning during the first thirteen years of my thirty- four year career in the financial service business.   I have drawn on this knowledge as I worked with other companies. Estate and financial planning are cornerstones of the financial services I provide in the Antelope Valley.”
 
·         Provided Estate Planning services together with Life Insurance and Employee Benefits advice
·         Opened both the Securities Department and Real Estate Division of FMS, Inc.
·         Became 25% Shareholder in Financial Management Services, Inc.
 
Achieving Independence and Ownership as a Financial Advisory Professional
“As I achieved financial independence I was able to establish independence in my career. I opened up my own office and provided oversight and leadership to other professionals within partner firms. Guidance in setting financial and career independence goals is something I do well both for myself, my clients and my colleagues and partners.”
 
President and CEO, Richard R. Schock, Inc., Palmdale, CA
·         Oversight of and responsibility for an office of 10 + financial services representatives providing advice and services in estate planning, life insurance and securities.
 
President and CEO, Networth Advisors, Inc., Palmdale, CA
 
·         Oversight of and responsibility for an office of fifteen employees providing advice and services in estate planning, employee benefits, and life insurance
·         Established specialty in securities and variable products focusing on financial planning.
 
 
Providing Leadership in Financial Independence and Exit Planning Strategies
 
·         Have established a successful Exit Planning Practice
·         Oversight of Lancaster Office of FMS Financial Partners, Inc. where I continue to provide estate planning services, securities and life insurance advice to the Antelope Valley community and beyond.
·         I am increasing my focus on improving my clients’ life by implementing a Financial Independence Plan for them and seeing their satisfaction from the results.
 
Registered Advisor, NFP Securities, Inc., Lancaster Office, CA
 
  
Dedicated to Family and Community
 
“I have been married fifty-three years to my beautiful wife Shirley. My only child Karen Rene’ Staggs has helped run my Palmdale Office for the past twenty-five years. Karen, her husband Chuck, and my fifteen year old grandson Sean live close by and are wonderful human beings. I continue to serve my community both in a professional and service capacity. I am committed to seeing the wealth and quality of life in this community grow and benefit it’s provide many benefits to it’s citizens.”
 
·         Married for fifty-three years and living in Palmdale, CA with extended family close by.
·         Member, Board of Trustees, Edwards Air Force Base, CA Flight Test Foundation.
·         Member, Board of Trustees, Society of Experimental Test Pilots Association Scholarship Fund, providing funding for college and graduate studies for children of deceased test pilots. We are currently supporting twelve students with their college studies.
·         Avid flyer and owner of a Comanche 250. Member of Quiet Birdman flight club at Fox Field, Lancaster, CA.