Rischi Paul Sharma is a CERTIFIED FINANCIAL PLANNER™ practitioner and CEO of Assembly Pointe Financial.  

Rischi grew up in a small farming town in Indiana, where he spent nearly two decades working on the family farm. Married and the proud father of four children, Rischi continues to embrace and share his roots with his family.   

In between family Karate and kids' swimming lessons, he enjoys following politics, reading business development books, keeping physically fit, and practicing tactical training.

Awards

• Orange Coast Magazine Five-Star Wealth Manager Award: 2013-2023*.

• Word & Brown Top Group Health Insurance Advisor: 2011, 2012, 2013 & 2018.

Certifications/Designations/Education/Accomplishments

• Certified Financial Planner™

• Chartered Retirement Plan Specialist™

• Certified Plan Fiduciary Advisor

• LUTCF (Life Underwriter's Training Council Fellow)

• Wabash College, Crawfordsville, Indiana

• Indiana University School of Law

• Le Centre American, Aix-en-Provence, France

• Green Belt: Kempo Karate

• NRA: Certified Handgun Instructor

• Ville de Cerise Homeowner’s Association: Past President

• City of Laguna Niguel, Investment, Banking, & Audit Committee: Former Chair

• City of Laguna Niguel, Military Support Committee: Appointee

• City of Laguna Niguel, City Council: Councilman, Former Mayor Pro-Tem, Former Mayor.

Community Organizations & Involvement

• Elk’s Club

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2021 Five Star Wealth Managers.