Richard Klotz

Financial Advisor

Financial Professional

CLU, ChFC

Assistants

Assistant(s) Email

Email:

rklotz@osaicwealth.com

Phone:

925-639-7660

Fax:

925-930-3969

Languages:

English

Subsidiary:

Osaic Wealth

Address:

784 Twin View Place. Pleasant Hill, CA 94523

Subsidiary:

Osaic Wealth

Address:

784 Twin View Place. Pleasant Hill, CA 94523

NWF Advisory Group

Why do you enjoy NWF?

I like working with NWF because of the support, people, and everything is straight forward. People are equipped to do their jobs, so the organization runs efficient. It makes a positive difference for myself running my advisory practice, and that translates to a benefit for my clients as well.

Richard Klotz

Fun Fact

Met my wife, Kara in class at UC Berkeley, where I also played football. We've been married for 30 years and have 3 kids.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.Insurance products are offered by some advisors at NWF through New World Financial and Insurance Services, Inc. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Arkansas, Arizona, California, Florida, Hawaii, Nevada, New York, Oregon, Texas, Utah, and Washington.

Securities, insurance, and investment advisory services offerred through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through NWF Advisory Services Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.