Sportfishing Financial

At The Sportfishing Financial Group, we understand that managing your finances requires a combination of experience, knowledge, and a well-thought-out plan. As a Southern California-based investment management firm, we bring a unique perspective to the world of finance, drawing parallels between the strategic approach required in sportfishing and the careful consideration needed to ensure financial success. Our Managing Director, Richard Jensen, has over 25 years of experience in the financial industry, and his family's four-generation roots in the West Coast fishing grounds have instilled in him a deep appreciation for the importance of patience, persistence, and a keen understanding of the environment.

Our Services

We offer a range of financial services designed to help individuals, entrepreneurs, investors, professionals, and retirees achieve their long-term goals. Our wealth management services integrate investment advisory expertise with comprehensive financial planning, ensuring that our clients receive personalized guidance tailored to their unique needs and objectives. Our investment management approach is firmly grounded in evidence, research, and proven results, leveraging the expertise of renowned investment management firm Dimensional Fund Advisors (DFA) to build customized portfolios that capture market returns while minimizing risk. Additionally, we provide 401(k) solutions, college funding strategies, and other specialized services designed to address the specific challenges faced by our clients.

Our Philosophy

At The Sportfishing Financial Group, we believe that our clients' interests should always come first. As an independent Registered Investment Advisor, we are legally obligated to act in our clients' best interests at all times, and our fee-based structure eliminates potential conflicts of interest. We take the time to develop personal relationships with our clients, understanding their unique needs, goals, and aspirations. We share a passion for sportfishing, but we also recognize that each client has their own distinct journey, and we are committed to providing guidance and support every step of the way.

Why Choose Us

Our unique blend of financial expertise, investment management acumen, and sportfishing enthusiasm sets us apart from other financial advisors. We are committed to delivering world-class service, evidenced-based investing, and personalized attention to our clients. Our annual group fishing event is just one example of our commitment to building strong relationships with our clients, providing a unique opportunity for prospective clients to experience our values and approach firsthand. Whether you're an avid angler or simply looking for a trusted financial partner, we invite you to explore the benefits of working with The Sportfishing Financial Group.