David Richter

David Richter Email and Phone Number

Principal at TCS Insurance @ TCS Insurance Agency, Inc.
David Richter's Location
Larkspur, California, United States, United States
David Richter's Contact Details
About David Richter

To each of the high-growth organizations and high net worth families we’re fortunate to serve, we offer an old-fashion commitment. We show up thoroughly engaged, with diligence and perseverance, at every stage of the planning process. We roll up our sleeves and engage deeply, always solving for possibilities. We seek to complement, not duplicate, the great work you’ve already done. Our deep dive of intellectual capital doesn’t require more time or mental bandwidth from the family, the company, or your existing trusted advisors. Our intellectual rigor is applied behind the scenes. We call our planning model, The Foresight Factor. It converts hindsight to foresight, helping protect the unpredictable events of life before they become eventful. It is also a reliable thinking model that may notice what matters most. Who we serve: Unusually high-income earners in high-growth organizations Affluent families, often with multi-generational wealth What we do: Disability insurance (often implemented at the organizational level) Life insurance design, implementation, and ongoing management Learn more about The Foresight Factor at www.tcs-insurance.com Securities offered through M Holdings Securities, Inc., a registered Broker/Dealer, member FINRA/SIPC. TCS Insurance Agency, Inc. is independently owned and operated. California Insurance License #0711251. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.

David Richter's Current Company Details
TCS Insurance Agency, Inc.

Tcs Insurance Agency, Inc.

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Principal at TCS Insurance
David Richter Work Experience Details
  • Tcs Insurance Agency, Inc.
    Principal
    Tcs Insurance Agency, Inc. Aug 2014 - Present
    San Rafael, California, Us
    Unique Disability and Life Insurance solutions for large organizations.
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  • Woodruff-Sawyer & Co
    Vice President: Executive Benefits And Succession Planning
    Woodruff-Sawyer & Co Aug 2012 - Jul 2014
    San Francisco, Ca, Us
    Working with the clients of Woodruff-Sawyer to consult, design and implement executive benefit strategies that will help attract and retain key executives. Additionally, working with individual life, disability and long-term care insurance as a financial tool for individuals and the businesses that they own.
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  • Richter Insurance
    Owner
    Richter Insurance Jul 1986 - Aug 2012
    Life, Disability and Long-Term Care Insurance Broker
  • Fort Point Insurance
    Strategic Partner
    Fort Point Insurance Jan 2009 - Jul 2012
    Assist ultra-affluent insurance buyers with Life, Disability and Long-Term Care Insurance.
  • Equity Risk Partners
    Strategic Partner
    Equity Risk Partners Dec 2001 - Jul 2012
    San Francisco, Ca, Us
    Stategic Partner with Equity Risk Partners in meeting the Life & Disability Insurance needs of Private Equity firms and their portfolio companies.
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  • Isu Insurance Services Of San Francisco
    Strategic Partner
    Isu Insurance Services Of San Francisco Jan 2012 - Jun 2012
    San Francisco, California, Us
    View

David Richter Skills

Disability Insurance Life Insurance Insurance Long Term Care Insurance Employee Benefits Succession Planning Long Term Care Executive Benefit Strategies Underwriting Strategy Finance Portfolio Management Retirement Brokers Health Insurance General Insurance Risk Management Property And Casualty Insurance D&o Retirement Planning

David Richter Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Economics
  • The American College Of Financial Services
    The American College Of Financial Services
    Life Insurance

Frequently Asked Questions about David Richter

What company does David Richter work for?

David Richter works for Tcs Insurance Agency, Inc.

What is David Richter's role at the current company?

David Richter's current role is Principal at TCS Insurance.

What is David Richter's email address?

David Richter's email address is al****@****.rr.com

What is David Richter's direct phone number?

David Richter's direct phone number is +192597*****

What schools did David Richter attend?

David Richter attended University Of California, Berkeley, The American College Of Financial Services.

What are some of David Richter's interests?

David Richter has interest in Education.

What skills is David Richter known for?

David Richter has skills like Disability Insurance, Life Insurance, Insurance, Long Term Care Insurance, Employee Benefits, Succession Planning, Long Term Care, Executive Benefit Strategies, Underwriting, Strategy, Finance, Portfolio Management.

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