Finance Uncorked — R&R Financial

P.O. Box 890573
Temecula, CA 92589

Joshua Richardson, CFP® Senior Financial Advisor and Owner

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Ben Rones, CFA® Senior Financial Advisor and Analyst

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R&R Financial provides financial planning and investment advisory services as a fiduciary, acting in the best interests of our clients. Our advisors, including CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Analysts®, deliver guidance across retirement planning, investment management, tax strategies, risk management, and estate planning.

JP Richardson Financial Services, Inc. DBA R&R Financial is a Registered Investment Adviser with the state of California. Advisory services are offered only to clients or prospective clients where R&R Financial and its representatives are properly licensed or exempt from licensure.

This website is for informational and educational purposes only. Articles and resources are general in nature and not intended as individualized financial, legal, or tax advice. R&R Financial cannot be held liable for actions taken based on information provided herein. All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results.

This site is designed for U.S. residents only and may be subject to state-specific restrictions. Unauthorized use is prohibited. Usage may be monitored.

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