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The Sportfishing Financial Group

The Sportfishing Financial Group is a Southern California investment management firm that makes the West Coast fishing grounds their home office. Managing Director Richard Jensen has been working in the financial industry for over 25 years, and his family has been fishing this region for four generations. Fishing and finances have some similarities—but guesswork or gambling should not be part of the process. In both cases a little experience and a solid plan can greatly contribute to your success.

Meet Your Advisor

A Client Focus

A Client Focus

We place our clients' interests above all else—and our business structure backs up those words.

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World-Class Investing

World-Class Investing

In an industry obsessed with finding shortcuts to success, we adhere to an approach that is firmly grounded in evidence, research and proven results.

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Understanding Your Needs

Understanding Your Needs

We share with all of our clients an affinity for sportfishing. But we also understand that each client has unique needs and goals.

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Our Services

Wealth Management

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We integrate investment advisory services with financial planning.

Investment Management

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Your financial goals hinge on smart, effective investing.

401 (k) Solutions

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Committed to minimizing plan-sponsor management risks while delivering the greatest value for plan participants.

College Funding

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With the cost of higher education is soaring, planning for education funding is more important than ever.

Annual Group Fishing Event

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We invite each of our qualified prospective clients to join us on a fishing outing.

Who We Serve

We provide comprehensive financial solutions for entrepreneurs, investors, professionals and retirees.
We have a unique understanding of our clients' challenges and opportunities.

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Individuals & Families


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Businesses


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Professionals


Retirees

Retirees


Richard's Quotes

  • I’m confident that if you’re in the market for investment services and
    you like to fish you’re going to want to do business with me.

    Rick Jensen, Advisor
  • Come for the fishing and while working with someone
    that has the same passion, stay for the opportunity.

    Rick Jensen, Fisherman
  • No matter how many days I go out fishing, I find it’s easy to see something or learn something new every time.

    Rick Jensen, Entrepreneur

Get in Touch

The Sportfishing Financial Group
30448 Rancho Viejo Rd, Suite 105
San Juan Capistrano, CA 92675 / directions
(949) 481-1807 / Rick@SportFishingFinancial.com


complimentary 'get acquainted' meeting