Get to know
R & R
Joshua Richardson
Owner, Senior Financial Advisor
Meet Joshua Richardson, A Temecula native with a Bachelor's degree from San Diego Christian College. he has served as a Finance Manager for a corporation and as a dedicated Financial Advisor. Known for his meticulous attention to detail and passion for crafting unique financial strategies, Joshua takes pride in helping clients retire sooner and achieve their financial goals. Outside of work, he enjoys golfing, spending quality time with friends and family, traveling to explore new cultures, and off-roading in his Jeep. Committed to building long-lasting relationships based on trust and personalized service, Joshua is dedicated to empowering his clients on their financial journey toward success and retirement readiness.
Ben Rones, CFA
Senior Financial Advisor and Analyst
Meet Ben Rones, A Temecula native with a passion for helping clients navigate the complexities of the financial world. Prior to working at R&R, Ben was the director of investment operations for a group of advisors at Thrivent Financial, managing and advising on $245 million of assets. Ben obtained his bachelor’s degree in Economics from Cal State San Marcos in 2017. He has also been a CFA Charterholder since April 2023. The CFA credential is the most respected and recognized investment designation in the world as it demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice.
When Ben isn’t assisting clients with their financial futures, he enjoys smoking meats and perfecting new recipes. He’s also the lead guitarist for his local band, Hidden Alpaca, and loves spending quality time with his family and nephews.
Madison Green
Marketing and Operations Manager
Meet Madison Green, an Orange County native with a passion for making finance feel approachable, engaging, and easy to understand. As the Marketing and Operations Manager, Madison plays a key role in designing client-facing materials, managing social media, planning events, and serving as a trusted point of contact for clients.
Madison brings a well-rounded background to the firm, holding a bachelor’s degree in Psychology from California Baptist University, a post-graduate teaching credential in Biology from San Diego State University, and graphic design training from Fullerton College. Her diverse education allows her to blend creativity, communication, and organization into every aspect of her work.
Outside the office, Madison enjoys cooking, working out, painting, floral arranging, watching Sunday football, and spending time with her bullmastiff, Enzo.