MyAfea

Richard Beidl

7700 Irvine Center Dr. Ste 800,Irvine
California,92618
Tel: 949-545-7270
Email: rbeidl@myafea.org

President’s Biography


Richard is an international financial strategy expert and senior executive, and a nationally recognized Financial Services industry analyst, consultant, speaker and strategist.  Since 2005 he has been President of Impact Partners, Inc., recently renamed Phi Beta Kapital Corp., a financial strategy firm specializing in strategic financial & college advisory, and financial education.  He is also President of Phi Beta Kapital Investments, Inc., a California Registered Investment Advisory focused on wealth management, and My Local Tax Center, Inc., a strategic tax planning and preparation firm.  As a leading expert in securities, investments and financial strategies, and utilizing his Kapital Roadmap process, Phi Beta Kapital Investments works with investors seeking lower risk, lower volatility, successful investment solutions … for their financial peace of mind.

 

After many years with large financial institutions, consultants and financial product and technology providers, Richard founded his own independent planning firm in 2005, and his own Registered Investment Advisor in 2013, to best provide the comprehensive planning and investment advisory services needed by his clients. 

What he saw lacking at those institutions, he now provides to retirees, pre-retirees and business owners to reach their retirement goals. The hallmark of his services is risk management.  “We approach everything from a risk-managed perspective,” Richard says. “Our goal is to exceed market performance with lower risk and volatility, and to better plan for tax and inflation uncertainty. As an independent firm, we are not limited to any single financial product provider, but are free to search the marketplace for solutions that best suit each client’s unique needs.”

 

Richard is highly-qualified to help his clients, with over 30 years’ experience in consumer banking, financial planning, securities risk management, and mortgage lending. His credentials include a B.S. degree in Management and Finance from the University of Massachusetts, graduating Summa Cum Laude. He then earned a Master of Business Administration (MBA) from the Massachusetts Institute of Technology (MIT) in Financial Engineering and Strategy, and the professional designation of Registered Financial Consultant (RFC®) – both of which required advanced coursework in a broad range of financial subjects.  As an Investment Advisor, Richard adheres to the Fiduciary standard of care, not just a Suitability standard.

 

A gifted and prolific writer and speaker, Richard has shared his expertise through numerous industry research papers, articles, and presentation/speeches as a featured or keynote speaker at financial services conferences in the U.S., Latin America and Europe. His dedication to helping others succeed financially has led to a loyal, growing clientele and business.

 

Richard holds an M.B.A. from the Massachusetts Institute of Technology (MIT) Sloan School of Management, with concentrations in Financial Engineering and Strategic Management and a Certificate in Financial Engineering.  He graduated summa cum laude from the University of Massachusetts with a B.S. in Management and concentrations in finance and mathematics.  He holds the Series 66 Securities license. 

President’s Message


Greetings to our Current and Prospective Members! Welcome to the American Financial Education Alliance (AFEA) South Orange County, CA Chapter website! It is my great honor and pleasure to serve as president and to share information about our great chapter. AFEA is a dynamic and growing non-profit organization which exists to provide a forum where people of all walks of life can gain information, education and experience about managing and understanding their finances.

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