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Our Firm
William G. Rapp William G. Rapp
MBA- Registered Investment Advisor


In 1987 William Rapp conceived and founded Rapp Financial Services as a gatekeeper of financial services to help individual clients and closely held businesses in California achieve their financial goals.  A southern California resident for more than three decades years Mr. Rapp has over 35 years business experience. 

Mr. Rapp began his career with an international Australian corporation and served as Marketing Services Manager for a global brand.  After returning to the United Staes he acted as director of a national corporation with offices in Los Angeles, Dallas, and Miami. 

His entrepreneurial drive led him to establish Rapp Financial Services. He has an extensive background providing advice on portfolio management, investment and retirement planning, estate planning, insurance, and risk management.

An avid outdoorsman Bill enjoys the California coastline as an avid cyclist, paddle boarder, and ocean kayaker.



Stephen A. Ripic Stephen A. Ripic

In 2001 Stephen Ripic moved to southern California and joined Rapp Financial Services.  Mr. Ripic has over a decade of experience in financial services focusing on portfolio and asset management, insurance and personal financial planning. 

Prior to joining Rapp Financial Services Mr. Ripic worked as a marketing associate at a global financial resources company in Connecticut.  Mr. Ripic also holds an Economics degree from Lafayette College.

Our professional and business experience allows us to work on a personal level with our clients, whether business owners or executives, to identify their financial goals and offer a clear path to achieving them. 

Mr. Ripic is an accomplished masters swimmer, who enjoys both the pool and open water venues, most recently winning his age group in the Alcatraz crossing. When not at work or in the water he is enjoying time with his wife, two daughters and infant son.

Please contact us if you have any questions about our firm or the range of financial services we provide.
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William Rapp California Insurance License No. 0601755

Stephen Ripic California Insurance License No.0C89989

Registered Principals of and Securities offered through Capital Synergy Partners. Member FINRA/SIPC, 4400 MacArthur Blvd, Ste 850, Newport Beach, CA 92660 (949) 442-7413

Rapp Financial Services and Capital Synergy Partners are unaffiliated entities.

 


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