About

Having worked with some of the biggest companies in the finance industry, Richard combines traditional financial expertise with a creative, personalized approach. From finance lessons learned in the locker room, to the business that takes place backstage, he is a seasoned advisor who thinks outside the box and believes in an innovative approach to wealth management.

Based in Beverly Hills and working with ultra-high-net-worth clients such as athletes and musicians, Richard distinguishes himself not only through his financial expertise, but also through his commitment to philanthropy and his enthusiasm for the music, sport, and entertainment industries.

Throughout his career, he has bridged the gap between celebrities and charitable causes. With personal and professional ties in the entertainment and music industries, Richard leverages his connections to create exclusive opportunities for his clients while supporting important causes and nonprofit organizations.

Richard is a Certified Financial Planner (CFP®) who holds both the Series 63 and Series 65 licenses (now considered the Series 66). He is also certified in insurance and holds the Chartered Retirement Planning Counselor (CRPC®) designation.

Richard’s interests beyond the financial world: Golf, music concerts, traveling, and spending time with family.

The best golf course Richard has ever played: The Madison Country Club in La Quinta, CA.

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Sandra serves as Director of Client Services at SRM Private Wealth and empowers every client to navigate their financial lives with clarity, confidence, and care.

From her nearly 20 years of experience, Sandra understands the strong connection between financial health and a person’s overall well-being. She’s passionate about creating a sense of ease for every client she serves, with the goal of reducing financial stress to improve mental clarity, physical health, relationships, and life satisfaction.

Prior to SRM, Sandra held successful roles at leading firms Smith Barney and Merrill Lynch, but one of her proudest professional accomplishments is helping launch SRM Private Wealth alongside her partner, Richard. SRM provides her and Richard with the freedom to support clients on an independent and more personal level, with many client relationships having grown into a sense of family.

Sandra has a Bachelor’s degree in Psychology from the College of Staten Island and a Master’s degree in Education from California Lutheran University. She also holds a Series 7 and Series 66 license and the Accredited Wealth Management Advisor (AWMA®) designation.

Sandra’s interests beyond the financial world: Running a yoga studio, all things health and wellness, volunteering at pet rescues, horseback riding, and most importantly, spending time with family and friends.

Sandra’s favorite animal rescue organizations: No-Kill Los Angeles / Best Friends Animal Society

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Keli supports the SRM team with strategic portfolio decisions for clients, alongside managing day-to-day responsibilities such as investment research, monitoring market trends, financial planning, and client relations.

Keli’s natural curiosity drives her passion for wealth management, particularly in researching stocks, cryptocurrencies, and market trends. She enjoys exploring the “why” behind market movements and utilizing that knowledge to transform complex information into actionable plans to help clients grow and preserve their wealth.

Keli also has a passion for the automotive industry. Inspired by brands like Porsche and Ferrari, as well as the innovation of motorsports, she aims to apply her financial skills to the automotive industry to help companies be sustainable, fund new technologies, and remain competitive.

Keli is pursuing a Master’s degree in Finance from Purdue Global, maintaining a 4.0 GPA while balancing her work at SRM, personal interests, and professional ambitions. In addition to her goal of becoming a Certified Public Accountant, she is also a certified Lagree fitness instructor, reflecting her commitment to both professional excellence and personal growth.

Keli’s interests beyond the financial world: Motorsports, driving, fitness, Pilates, wellness, volunteering at animal rescues, hiking, the outdoors, game nights, and spending quality time with family.

Keli’s favorite music to listen to while driving: Sam Cooke, Thee Sacred Souls, J. Cole, Sublime, The Offspring, Limp Bizkit, Deftones, and SZA.

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