Richard Levenson

Rick Levenson is the CEO and Chief Investment Principal of Western Financial Corporation, a multi-generational, SEC-registered investment adviser founded in 1971 with offices in San Diego, California and Boise, Idaho. He purchased the firm in 2008 and leads it as its second-generation owner; the business provides portfolio management, financial planning, and retirement-plan services to private clients. He has been employed in the industry since 1988 and holds the Series 66 registration.

Levenson earned a Bachelor's degree in Sociology from Pitzer College and an MBA in International Finance from the Thunderbird School of Global Management. Before joining Western Financial, he worked at Intrading, SA in Geneva, Switzerland, where he managed a portfolio of equities and options as well as Eurobonds diversified across multiple currencies. He has also served on multiple bank boards and committees.

At Western Financial, Levenson authors the firm's investment commentary, publishing pieces on topics such as portfolio rebalancing, decision-making in volatile markets, and lessons from long-term investing "gurus." His public professional identity is primarily that of a discretionary asset manager for individuals and institutions rather than a startup financier.

• Core practice: Discretionary portfolio management across public-market equities, options, and fixed income for private wealth and retirement-plan clients — the firm's stated services.
• Philosophy from his own writing: Emphasizes disciplined long-term investing, portfolio rebalancing, and steadiness through market volatility (recurring themes in his articles on the Western Financial site).
• Angel/seed classification: The stub and some investor-aggregator databases tag him under "Angel Investors / Seed Round." This could not be corroborated with any primary source; treat it as unverified. His documented role is institutional/private wealth management, not a public early-stage venture portfolio.