Our Firm
Griswold Capital Strategies
At Griswold Capital Strategies, we are committed to delivering objective, unbiased advice to help our clients make informed financial planning decisions while creating a lasting legacy. The partnerships we form with our clients are built on trust, communication, and exceptional service as we continually monitor your progress and revise your plan as needed.
About Rich
Rich is the founder and owner of Griswold Capital Strategies. After 14 years at large national brokerage firms, Rich realized Wall Street was wrought with conflicts of interest, sales initiatives and a “get the client on board and move on to the next one” attitude. He felt there was a better way to do business, so he decided to put his own sign out in front of the store. Rich brings a refreshing change to the financial planning process in that he is focused on the client’s bottom line. Rich has over 25 years of experience in the financial services industry and currently holds FINRA Series 7, 8, 24, 63, and 65 licenses. Rich is an Enrolled Agent, enrolled to practice before the Internal Revenue Service.
A California native, Rich now resides in Simi Valley with his wife and son. Rich enjoys exercising, reading and cooking. Rich and his son, Matthew, also train in Tae Kwon Do together. They both earned their 1st degree black belts in November, 2016. He also loves long distance running. Running a 100 mile ultra-marathon is on his bucket list. And, yes, I'm not kidding, my grandfather's name was Clarke.