Meet Richard.

Over the last 27 years, I have attained an extensive background in assessing and recommending insurance solutions for both individuals and small to medium-sized businesses, both domestically and internationally. In addition to working for some reputable firms, such as New York Life, Allianz Life Insurance Company of North America and Standard Life Assurance Company of UK, I most recently ran my own insurance brokerage for more than 13 years.

I have a laid back, but professional approach – no hard sell. I start with a casual conversation to uncover members’ coverage needs.

I enjoy helping people with complicated issues. I take time to discuss my background and experience as a way to help gain members’ confidence in working with them. At First Tech, I am able to focus on leveraging my experience to help members, while also enjoying a work life balance that benefits my family.

On a personal note, I hold an Executive Master’s in Business Administration from Northwestern University’s Kellogg School of Management in addition to a BSC from California State University, Hayward. While I have worked extensively in Dallas, Hong Kong, Taiwan, Indonesia and China, the Bay Area has always remained as my home. Traveling and photography will always be my favorite pastimes.

Licensing: California (License #0768239)