Richard Oxford Financial is a boutique investment advisory firm based in Scottsdale Arizona. We
help businesses and families with financial and insurance services using a personalized approach
to growing wealth and minimizing your risk.
Our consultive approach to retirement planning and business exit strategy helps you prepare and implement a plan to best meet your needs.
Whether you need assistance with investment or retirement plan management, pension and social security planning, retirement income planning, insurance planning, wealth-transfer planning, long-term care planning/funding, or tax planning, we're here to help you, your family and heirs.
Our motto is, "Plan Early and Plan Often!"
|Firm Start Year:||2004|
|States Licensed in:||AZ, CA, TX, NV, FL|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Health , Annuity , Long Term Care , Disability|
Richard Oxford, a third-generation Arizonan, has had a blessed and interesting life. Accepted to the three Service Academies he applied to after high school, he eventually took a different path and graduated from Northern Arizona University. One of the highlights was running on the track team at Navy for two years.
Tough times in the late 70's sent him to work with his father in construction, eventually working as everything from a field hand to a superintendent working throughout the Southwest. Tiring of the travel he moved into project management eventually rising to a senior level and managing many large projects including the Eifel Tower replica in Las Vegas. He finished his construction career as VP of Operations for a very large steel firm.
Change call and he bought into one of the very first online colleges. Working as COO, he traveled to China and the Middle East in a business development role. He still has ownership.
Finally, he found his place as a financial advisor. His favorite business of many that he has enjoyed.
|All of Arizona|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|