What Does Sportfishing Financial Group Do?

What Does Sportfishing Financial Group Do?

Sportfishing Financial Group is an independent investment management firm based in Southern California. The group was founded by Rick Jensen, who is a fourth-generation fisherman with 25 years of experience in the financial services industry. The firm aims to help fishermen pursue financial independence so they can spend more time on the water.

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Why Do Clients Choose Sportfishing Financial Group?

Investors and business owners choose to work with Rick Jensen because he understands how important financial independence is to them. In an industry obsessed with finding shortcuts to success, he adheres to an approach that is firmly grounded in evidence, research and proven results. As an independent Registered Investment Advisor, his firm is legally obligated to act in clients' best interests at all times. Clients continue to work with Rick over the years due to his commitment to integrity, transparency, and a shared passion for fishing.

How Can Sportfishing Financial Group Help?

Sportfishing Financial Group provides custom financial plans to help clients pursue their most important goals.The firm works with clients to determine the most effective ways to translate their wealth into the life they desire. Rick and his team help clients plan for a variety of goals, from funding their children's education, to accumulating fulfilling retirements, to supporting causes they believe in, to creating lasting legacies. The firm also offers 401(k) and other retirement planning solutions to business owners.

How to Get Started

Rick enjoys meeting other avid fisherman and learning about their goals to see if he may be able to help. To schedule a complimentary wealth consultation or to get a second opinion on your financial plan, contact Sportfishing Financial today. To learn more about Rick, connect with him on Facebook. To ask a question or get our list of upcoming fishing trips, call 949-481-1807 or email This email address is being protected from spambots. You need JavaScript enabled to view it..

Meet Rick

Over a 25-year career, Rick has helped hundreds of business and personal clients meet their investment goals by developing risk-efficient portfolio management strategies. In addition to leading Sportfishing Financial, Rick serves as Managing Director of portfolio management for affiliate firm Baker Jensen Investment Advisors, LLC. In that capacity, he oversees all aspects of asset allocation and asset selection for individual- and business-client accounts.

He holds degrees in Economics and Psychology from University of California, Irvine.
The water is Rick's second home: He and his family have been fishing Southern California and Baja going on four generations. In the 1940s, his grandmother worked at the Cannery Restaurant in Newport Beach—when it was an actual Albacore cannery. In the 1950s, his father was on the crew that built two of the boats still in service at Dana Wharf Sportfishing.