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.
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.
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/Green Belt: Kempo Karate & Taekwondo
Community Organizations & Involvement
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
City of Laguna Niguel, Investment & Audit Committee: Appointee
City of Laguna Niguel, Military Support Committee: Appointee