Meet the professionals who can help you Pursue Your Dreams
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Diversified Financial Management Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Richard T. CornfieldFounder, CEO, Managing Member
Richard T. Cornfield is co-founder and managing member of Diversified Financial Management Group, LLC. He is passionate about helping clients craft a diversified financial strategy that seeks to capture the best of what their assets can provide.
Richard began his financial services career in 2000 working for The Lotter Group, one of Southern California’s largest independent financial services firms located in Newport Beach. After one year, he was promoted to executive producer. In 2010, Richard left The Lotter Group to start his own venture with his business partner, Greg Jury.
Richard is now an Investment Advisor Representative and licensed insurance professional for Diversified Financial Management Group, LLC, a Registered Investment Advisor firm that provides comprehensive and diversified financial planning services, including: professionally managed securities; alternative investments, such as direct equity participation in real estate; non-correlated investments; insurance instruments; estate planning; preservation of assets; and advanced tax reduction strategies. As a Certified College Advisor, he can also assist clients in navigating the complex world of college planning where the goal is to get a client's children into the very best school at the lowest possible cost. As part of his practice, Richard also assists veterans in receiving benefits through American Veterans Aid and the National Guardian Network.
Additionally, Richard is skilled in the analysis of capital structures with regard to income producing assets. While the analysis can be broadly applied, it most often comes into play with regard to the structuring of real estate. Capital structures analysis allows one to determine the proper ratios of debt, equity and dedicated cash reserves that meet or exceed bank parameters so that assets, such as real estate, can operate as profitably as possible while at the same time, reducing the risk involved in owning real estate. This can be applied to existing assets or in the consideration of new acquisitions, The firm may from time to time, provide clients with opportunities to add direct, fractionalized ownership of real estate to their portfolios for additional diversification.
Born in Milwaukee, Wisconsin, Richard is a lifelong Green Bay Packers fan who moved to Los Angeles at the age of 12 and has lived in California ever since. He attended Pepperdine University in Malibu before transferring to California State University Northridge to study finance, accounting and business law.
Upon graduation and prior to entering financial services, Richard worked in the film and television industry as a unit production manager and first assistant director. Later, he was visual effects producer and supervisor for Stargate Films, which earned an Emmy nomination for best visual effects under his stewardship. Richard remains an active member of the Directors Guild of America.
Richard is a valued member of the Rotary Club of Pasadena; the Pasadena Chamber of Commerce; and SOFA, The Society For Financial Awareness, a nonprofit organization dedicated to bringing financial education to American communities. He's been nominated multiple times for MDRT, (Million Dollar Roundtable), a trade association established in 1927; and a gold and platinum member of Allianz’ Life Masters Forum. He has passed a number of exams to better serve clients throughout the United States and continually pursues education in order to best serve his clients. Richard loves art, music, movies, tennis, scuba diving and, of course, the Green Bay Packers.
Registered Investment Advisor DFG Insurance Marketing, LLC
CRD #4989037 CA License #0D13251
Gregory A. JuryFounder, CFO, Managing Member
Gregory A. Jury is co-founder and a managing member of DFG Insurance Marketing, LLC. For over 30 years, Greg has focused on assisting individuals approaching retirement with asset accumulation and those already retired with income strategies and generational wealth transfers. Most importantly, he believes lives are changed dramatically for the better through proper investment planning, both before and during retirement.
Greg earned his life insurance and long-term care license in 1986.
Greg first worked for the only unionized life insurance company at the time. After his first full year in the business, Greg was among the top 10 producers from over 900 agents. Greg and Richard have hosted educational programs on KABC and KRLA. A year later, he began managing offices in Los Angeles and San Diego. Wanting to expand his knowledge and experience, he then went to work with R.A. Lotter, one of the largest financial management firms in Southern California. Greg once again became a recognized leader and served as a mentor to existing and incoming advisors, and later was promoted to president of sales.
While past organizations provided a great education, experience and opportunity in the financial services industry, in 2010, Greg and his longtime friend, Richard Cornfield, started Diversified Financial Management Group, LLC. He continues to build long-lasting relationships with clients and their families all while seeking to inform the public of their options through local news outlets and AM radio. Greg has received top producer awards from multiple insurance companies including Allianz Life where he is a member of the Allianz Life Masters Forum.
Greg resides in Long Beach with his son, Zackary. Away from the office, Greg enjoys following MotoGP and World Superbike racing, as well as riding his own motorcycles. Greg also spends as much time as he can with his son surfing, golfing or enjoying an exceptional meal.
Registered Investment Advisor DFG Insurance Marketing, LLC
CA License #0714233
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