(480) 612-6400

​​​About RG Capital

SERVICES


Whether you’re new to planning for your financial future or a seasoned investor, you can rely on RG Capital’s expertise to answer your questions and provide the level of advice and service you need.

RG Capital team members recognize the importance of understanding your personal visions and goals surrounding your financial situation. This is an important step before aligning the most appropriate strategies, tactics, tools and services to build a plan that works for you.

As a financial services firm, we place your visions, goals, interests and concerns first. It is our mission to deliver the most customized solutions, unbiased investment advice with the highest level of personalized service.

Susan Fick

Client Relations Coordinator


About:

Susan provides administrative and organizational support to Patty Gale and Kelly Richards.  

(480) 612-6411


susan.fick@rgcapital.net

Rich Oelze

Director of Branch Operations/Compliance


About:

As Director of Branch Operations/Compliance, Rich is also a registered representative and investment advisor representative.  Rich brings to the table over thirty years of experience in the financial industry, including branch management positions with a major wire house firm and as President/CEO of his own broker-dealer.  He holds Series 4, 7, 12, 24, 27, 28, 31, 53, 63, 66, and 201 licenses.

Kelly Richards

President


About:

Kelly brings over a decade of advising clients on financial investments, asset management, and insurance strategies. Through his recommendations and strategies, he assists clients in achieving their visions and goals. Kelly is a registered representative with Series 7, 6, 65, 63 and life and health insurance license. Registered in California insurance license: 0J07081.

OUR TEAM


Since 2004, the RG Capital Team has worked with and educated thousands of individuals and organizations ranging from Fortune 500 companies to private clients. RG Capital advisors have been invited to share their expertise on topics which include tax policy, innovation, entrepreneurship, globalization, wealth accumulation, capital markets, tax efficiencies, legacy planning, asset protection and business/practice succession

RG Capital’s range of specialized products and services are designed to help you accomplish your goals in your personal and business life.

We believe consistent communication and customer service allows for more transparency, a stronger relationship and an increased potential for better outcomes.

Patty Gale

Client Relations Manager


About:

Patty fulfills requests for information about client accounts or paperwork and makes any necessary changes. She is the assistant to Kelly Richards.



Copyright © RG Capital. All Rights Reserved.

Securities offered through First Allied Securities, Inc. (FASI), a broker dealer Member FINRA /SIPC. Advisory Services offered through BHF RG Capital, Inc. dba “RG Capital” (RG Capital) and First Allied Advisory Services, Inc. (FAAS), both registered investment advisers.  RG Capital is not affiliated with FASI or FAAS.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in the states in which they have been properly registered or are exempt from registration.



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WHY CHOOSE RG CAPITAL?


We believe in the power of independence. Although centrally located in Phoenix, we have access to the resources of a national investment firm. Accordingly, we are not captive to any one particular financial institution. Instead, we have access to an expansive assortment of investments and planning tools. By working with our independent broker/dealer, First Allied Securities, Inc.,  we are free to provide you with the products, services, and guidance most beneficial to helping you achieve your personal financial goals – free of bias or conflicts of interest. 

At many national brokerage firms, advisors may not have the freedom of choice. Many times, they are required to recommend what the firm tells them to “sell." Due to our independence, your personal interests will always be our primary concern.