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RED7Seven serves a diverse client base that includes families, individuals, trusts, and corporate retirement/ pension plans.
Credential Research
Copyright © 2011 RED Seven Wealth Management . All rights reserved
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SPIC
Advisory services offered through Cambridge Investment Research Advisors, Inc.,a Registered Investment Advisor
RED Seven Wealth Management, and Cambridge are not affiliated
About Us
We serve a diverse client base that includes individuals (primarily those in or near retirement), small business owners, and corporate retirement / pension plan sponsors. Our client base is primarily located in Southern California with the majority located in San Diego county.
We understand that selecting a financial consultant is an important decision. We offer an introductory appointment at no charge to provide an opportunity for you to present your financial concerns and management expectations. This meeting will also give us the opportunity to confirm that you would be a positive addition to our clientele.
When we accept a new client, it is with the expectation that we will develop a long term relationship providing ongoing financial advice. Taking the time to understand you and your unique needs allows us to make fully informed recommendations that result in better financial decisions.
Professional Credentials & Licenses:
- CERTIFIED FINANCIAL PLANNER™ Professional
- Accredited Investment Fiduciary (AIF®)
- Series 6,7, and 63 securities licenses
- Life, Health, Disability, and Long Term care insurance license #0E13919
Professional Credentials & Licenses:
- Certified Public Accountant (CPA)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Series 7, 24, and 66 Securities Licensed
- Life, Health, Disability, and Long Term care insurance license #0D94478
Jerod C. Fenton
CFP®, AIF®
Ph: 760-
Email: JFenton@red7wm.com
John E. Richardson, Jr.
CPA, CFP®
Ph: 760-
Email: JRichardson@red7wm.com
