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Richard Coffin profile image

Richard Coffin

Director Of Sales Marketing at CapitalSmith
Intro Book
Richard Coffin is a seasoned financial expert with 36 years of experience, holding director and advisor roles, offering strategic financial planning, insurance, and business planning solutions.
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Location
Chino Hills, California, United States, US
Languages
  • English Native or bilingual proficiency
Skills
  • Financial Planning
  • Business Planning
  • Insurance Planning
  • Fixed Annuities
  • Disability Insurance
  • Show all
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Bio

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Richard Coffin, a seasoned financial expert, has spent over three decades guiding business owners and individuals in achieving their financial goals. As a Director of Sales and Marketing at CapitalSmith, he has helped clients develop effective offset strategies. Prior to this role, Coffin held positions at TRG-The Real Estate Group, Pacific Advisors, FMC Financial Group, and AAA, where he provided comprehensive financial services, including life insurance, disability insurance, and retirement planning. Throughout his career, Coffin has honed his skills in financial planning, business planning, and insurance planning, earning him a reputation as a trusted advisor. He is a certified Financial Security Advocate, issued by NAIFA in 2023, demonstrating his commitment to providing exceptional financial guidance. With a Bachelor of Business Administration degree from California State University-Dominguez Hills, Coffin brings a solid foundation in business administration and management to his work.

Credentials

  • Financial Security Advocate
    NAIFA
    Jun, 2023
    - Apr, 2026

Experience

  • CapitalSmith
    • Orange County, California Area
    • Director Of Sales Marketing
      • Jun 2017 - Present
      • Orange County, California Area

      Helping business owners with offset strategies

  • TRG- The Real Estate Group
    • Torrance
    • Real Estate Advisor
      • Jan 1995 - Present
      • Torrance

  • Pacific Advisors
    • Newport Beach
    • Financial Services Professional
      • Jan 2013 - Aug 2018
      • Newport Beach

      Providing my clients the best and most appropriate solutions to solve their financial goals and dreams. By using products and solutions that are "SAFE" and guaranteed to be there when needed. Develop long standing relationships with my clients.

  • FMC Financial Group
    • Newport Beach
    • Financial Services Professional
      • Nov 2009 - Dec 2012
      • Newport Beach

      Life Insurance, Disability Insurance, Long Term Care Insurance, Annuities, Retirement Planning, Business Planning.

  • AAA
    • Manhattan Beach, Downey
    • Life Specialist
      • Jun 1998 - Oct 2009
      • Manhattan Beach, Downey

Education

  • 1990 - 1995
    California State University-Dominguez Hills
    Bachelor of Business Administration (BBA), Business Administration and Management, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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