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Rich Lunsford

Here to act in your best interests

About me

I bring over 20 years of experience in the financial planning and protection industry. I am focused on a holistic view of clients’ needs and wants for their future and utilize my diverse background to listen to and understand clients’ needs and desires.



Certified Wealth Strategist®


Bachelor degree, Other

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San Antonio

19026 Ridgewood Parkway
Suite 316
San Antonio, TX 78259

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning