Professional Fiduciary Services is proud to have Richard Huntington, age 44, as a member of the group for over 6 years. He is a graduate from California State University Fullerton (CSUF) having earned a BA in Business Administration with a concentration in Finance. This education included the required courses for the Certified Financial Planner (CFP) program and which led him to become a CFP. He also recently passed Level I of the Chartered Financial Analyst (CFA) program.
While at CSUF, Richard earned the Edward D Cunha Scholarship, CSU Real Estate Scholarship and Orange County Chapter of RIMS Scholarship. He was part of a three student team that qualified as finalist for the American Express Planning Invitational.
Richard has lived in Mission Viejo, California since 1972, while attending grade school in Laguna Beach at St. Catherine/St. Nicholas and then high school at Mater Dei in Santa Ana. He attended San Diego State University for three years prior to transferring to CSUF.
His knowledge of managing people and budgets comes from working 11 years at Costco. His charitable involvement includes: Moderator at the “It’s Your Money” and “It’s Your Estate” workshops, AYSO Soccer Coach, computer lab assistant and reading program tutor at the elementary school level.
Richard is licensed by California’s Professional Fiduciaries Bureau #310. Richard is currently an associate member with Professional Fiduciary Association of California (PFAC) and a Financial Planning Association (FPA) member and a participant in their Residency Program. Richard is also a member of Orange Coast Estate Planning Council and has earned his Fiduciary Management Certificate from CSUF. Richard is serving as trustee in multiple trusts at present, including a Special Needs Trust.
Richard is married and has a daughter in high school.