Wealth Management Advisor
Richard Tso began his professional career serving six years in the United States Navy as a Nuclear Operator aboard a Fast Attack submarine stationed out of Pearl Harbor, Hawaii. Working in the engine room of one of the Navy’s most technically demanding environments, Richard developed a deep appreciation for precision, discipline and operating effectively under pressure, qualities he brings directly to his work in financial planning.
After his service, Richard went on to earn his Bachelor of Science in Business Administration with a concentration in Finance from the USC Marshall School of Business, where he also completed a minor in Blockchain Technologies. He graduated in 2024 and immediately channeled his analytical mindset into helping clients navigate complex financial decisions.
Today, Richard works alongside professionals and high-earning individuals to help them build clarity and structure around their financial lives, from equity compensation and tax strategy to long-term goal alignment. He takes pride in being a steady, informed voice for clients facing high-stakes decisions that often don’t have easy answers.
Outside the office, Richard stays active through sweep rowing, golf, pickleball and tennis, and unwinds playing electric guitar.
