About Us

MEET THE FOUNDER & CEO

Hey, I'm Richard Ortega!

Since 2007, I have been a dedicated professional in the mortgage industry, assisting clients from first-time homebuyers to real estate portfolio developers.

Recognizing the continually increasing cost of living and taxes, I have expanded my network to include a specialized finance team.

Our team employs proven strategies for debt elimination, which enhances cash flow, allowing it to be redirected into investment vehicles that mitigate taxes and prepare clients for retirement.

Regardless of your stage in life, we offer tailored solutions and are eager to assist you in achieving your financial goals.

Meet the Team of Professionals

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Sofia Young

Founder

Emma Johnson

CEO

Ava Thompson

COO

Liam Carter

Advisor

Noah Mitchell

Advisor

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CONTACT INFO

Copyright 2026. Richards Finance Team. All Rights Reserved.
909-442-4867 | 310-245-4128 | [email protected]