Skip to main content
Bio
Contact

FINANCIAL ADVISOR

Richard A. Schiendler

CA License No. 0411387
CLU®, ChFC®

• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• MBA from Thunderbird American Graduate School for International Business
• Undergraduate degree from Loyola University, Los Angeles

Dick specializes in all aspects of comprehensive financial strategies including life and health insurance, as well as managing his clients’ money to help pursue their financial goals. Dick’s commitment to continuing education and his recognized efforts in the areas of client services, He has been with Tax & Financial Group for 40 years and currently serves approximately 300 individual clients and business owners.

Dick graduated with a Bachelor of Science in Psychology from Loyola Marymount University. He obtained his Masters in Business Administration (MBA) from the American Graduate School for International Management. He has earned both Chartered Life\ Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designations as well as the Series 6, 7 and 63 Securities registrations. Dick is a member of numerous industry associations including the The Million Dollar Round Table as of August 2023. He is also a Registered Representative and an Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC. TFG is independently owned and operated.

Dick enjoys golf, traveling with his wife Mary and spending time with his family that includes sons, Drew, Jeff, and Jeff’s wife, Gilli and two grandchildren, Jackson and Natalie. Dick and Mary reside in Corona Del Mar, California.

Dicks Professional Philosophy:
“I am in this business for the long-term and I help my clients, discover, understand and take action to solve financial problems so that they can live more productive and rewarding lives.”

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

FINANCIAL ADVISOR

Richard A. Schiendler

CA License No. 0411387
CLU®, ChFC®

• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• MBA from Thunderbird American Graduate School for International Business
• Undergraduate degree from Loyola University, Los Angeles

Dick specializes in all aspects of comprehensive financial strategies including life and health insurance, as well as managing his clients’ money to help pursue their financial goals. Dick’s commitment to continuing education and his recognized efforts in the areas of client services, He has been with Tax & Financial Group for 40 years and currently serves approximately 300 individual clients and business owners.

Dick graduated with a Bachelor of Science in Psychology from Loyola Marymount University. He obtained his Masters in Business Administration (MBA) from the American Graduate School for International Management. He has earned both Chartered Life\ Underwriter (CLU) and Chartered Financial Consultant (ChFC) Designations as well as the Series 6, 7 and 63 Securities registrations. Dick is a member of numerous industry associations including the The Million Dollar Round Table as of August 2023. He is also a Registered Representative and an Investment Advisor Representative with Cetera Advisor Networks LLC, member FINRA/SIPC. TFG is independently owned and operated.

Dick enjoys golf, traveling with his wife Mary and spending time with his family that includes sons, Drew, Jeff, and Jeff’s wife, Gilli and two grandchildren, Jackson and Natalie. Dick and Mary reside in Corona Del Mar, California.

Dicks Professional Philosophy:
“I am in this business for the long-term and I help my clients, discover, understand and take action to solve financial problems so that they can live more productive and rewarding lives.”

The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice. Inclusion of wealth manager in award program is not indicative of future success.
Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser.
Tax & Financial Group is independent of Cetera.

Contact

Email: dick.schiendler@tfgroup.com

Phone: (949) 223-8233

Schedule A Call

Make a Life

With Us.

Our advisor’s commitment to developing your financial
strategy is at the forefront of everything we do.

Contact Us

Make a Life

With Us.

Our advisor’s commitment to developing
your financial strategy is at the forefront of everything we do.

Contact Us
Who We Are

About

Advisors

Executive Committee & Specialists

News & Awards

Locations

What We Do

Our Services

Financial Planning

Investment Management

Business Planning

Insurances Services

Who We Serve

Business Owners

Executives

Individuals & Families

Professionals

Resources

Insights

Events

Client Access

Careers

The TFG Advantage

Become A Financial Professional

Transition Your Practice

Our Culture

© 2023 Tax & Financial Group All Rights Reserved

Privacy Policy

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity

Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Tax & Financial Group is independent of Cetera. 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA 92660. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, or visit Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services. Please note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera.

Important Disclosures
Business Continuity