Licensed Independent Agent
Doug Richards, CFP® has a passion for helping others and becoming a trusted financial consultant is a fulfillment of that. Believing in a holistic approach, he works with competency and integrity to successfully navigate clients' financial management goals....

What We Offer
Protect your family's financial future with comprehensive life insurance coverage.
Learn moreGet the healthcare coverage you need at a price you can afford.
Learn moreDrive with confidence knowing you have the right auto insurance protection.
Learn moreProtect your biggest investment with reliable homeowners insurance coverage.
Learn moreSafeguard your business with tailored commercial insurance solutions.
Learn moreNavigate Medicare with confidence and find the right plan for your needs.
Learn moreEnsure your loved ones aren't burdened with end-of-life costs.
Learn more15+
Years of Experience
1,200+
Clients Served
20+
Insurance Carriers
98%
Client Retention
About Your Agent
Doug Richards, CFP® has a passion for helping others and becoming a trusted financial consultant is a fulfillment of that. Believing in a holistic approach, he works with competency and integrity to successfully navigate clients' financial management goals....
Office
Santa Monica, CA
Phone
doug@richardsfinancialservices.com
Client Trust
“Outstanding service and attention to detail. Found me better coverage at a lower rate than I was paying before.”
Satisfied Client
Home & Auto Insurance
“Made the Medicare enrollment process so much easier. Explained everything clearly and helped me choose the right plan.”
Happy Policyholder
Medicare
“When I had a claim, they handled everything for me. True advocates who go above and beyond for their clients.”
Loyal Customer
Commercial Insurance
FAQ