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  2. Richard A. Schiendler

Richard A. Schiendler

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Richard A. Schiendler
CLU®, ChFC®
Financial Advisor
Phone: 
(949) 223-8233
E-mail: 
dick.schiendler@tfgroup.com

CA License No. 0411387

  • 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 reach their financial goals.  Dick’s commitment to continuing education and his recognized efforts in the areas of client services, have established him as one of the most distinguished professionals in the California financial services industry.  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 MDRT.  He is also a Registered Representative and an Investment Advisor Representative with Securian Financial Services, 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."

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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