Welcome!
Racz Financial Services is a fee-only, independent California Registered Investment Advisor located in Riverside, California. Our firm specializes in active portfolio management utilizing a highly disciplined, unbiased approach to investing, as well as comprehensive financial planning for our clients. One of the foundations of our firm is the belief that financial advisors should take a fiduciary role with their clients and willingly be held to the standard of doing what is in the best interest of the client as opposed to what is in the best interest of the firm or the advisor.
None of the information presented on this website should be considered receipt of, or a substitute for, personalized individual advice from the advisor.
Racz Financial Services only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.