Rischi Paul Sharma, CFP ®,CRPS®, LUTCF

CA Insurance License #: 0D06297

Rischi Paul Sharma is a CERTIFIED FINANCIAL PLANNER™ practitioner and CEO of Assembly Pointe Financial.  

Rischi moved to California in 1996 from a small farming town in Indiana, where he spent nearly two decades working on the family farm. Now married to Alexis-Rae, together, they reside in South Orange County, CA. He is the proud father of three children.   

In between family Karate and kids' swimming lessons, he enjoys following politics, reading business development books, keeping physically fit and practicing tactical weapons training- for which he has received Distinguished Graduate designations in the defensive handgun and rifle courses: Frontsight Academy, Nevada.  Rischi is also an NRA Certified Firearms Instructor

Awards

  • Orange Coast Magazine Five-Star Wealth Manager Award: 2013, 2014, 2015, 2016, 2017 & 2018*.

  • Word & Brown Top Group Health Insurance Advisor: 2011, 2012, 2013 & 2018.

Certifications/Designations/Education/Accomplishments

  • Certified Financial Planner™

  • Chartered Retirement Plan Specialist™

  • LUTCF (Life Underwriter's Training Council Fellow)

  • Wabash College, Crawfordsville, Indiana

  • Indiana University School of Law

  • Le Centre American, Aix-en-Provence, France

  • NRA Certified Firearms Instructor

  • Blue Belt: Kempo Karate

Community Organizations

  • Laguna Niguel Chamber of Commerce: Member

  • San Juan Capistrano Chamber of Commerce: Member

  • Ville de Cerise Homeowner’s Association: Board Member

  • Elk’s Club: Member

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2018 Five Star Wealth Managers.


 
Contact Rischi Paul Sharma *
Contact Rischi Paul Sharma