Title: Financial Adviser
Company: Corebridge Financial Inc.
Location: North Miami, Florida, United States
Richard “Coach” Maurisma Sr., financial adviser at Corebridge Financial Inc., has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in finance.
With over two decades of experience, Mr. Maurisma has excelled in the industries of finance and insurance. He is currently a financial advisor at Corebridge Financial Inc., previously AIG Retirement Services, a role he has held since 2021. In this position, he assists clients with a wide range of financial matters, including money management and investments. He specializes in understanding interest rates for home and vehicle purchases and advises clients on their investment portfolios and retirement plan accounts. Prior to his current position, he served as vice president of investments at First Horizon Bank from 2019 to 2021, financial adviser at AXA Advisors LLC from 2017 to 2019, and financial adviser and vice president of investments at Wells Fargo Advisors from 2011 to 2016. Additionally, he was a financial adviser and vice president of investments at JPMorgan Chase & Co. from 2010 to 2011. His earlier roles include associate financial adviser at JPMorgan Chase & Co. from 2007 to 2010, senior personal banker at JPMorgan Chase & Co. from 2005 to 2007, and financial adviser at Morgan Stanley from 2003 to 2005.
Additionally, Mr. Maurisma remains actively involved in his community by participating in organizations such as Trinity Church, the Jack and Jill Foundation, the Aventura Recreational Club, the Urban League, and the Boys and Girls Club. Prior to these accomplishments, he pursued his education at Florida Atlantic University, earning a Bachelor of Science in Finance from the College of Business in 2003. He has also obtained various certifications, including the Securities Industry Essentials from the Financial Industries Regulatory Association (FINRA), Health and Variable Annuity accreditation from the Florida Department of Financial Services, Series 7 certification in the General Securities Representative Examination from FINRA, and Series 31 certification in the Futures Managed Funds Examination from FINRA.
Reflecting on his career, Mr. Maurisma takes pride in his role as an adviser at JPMorgan Chase & Co. and that his reputation as a leader in his field has allowed him to never worry about securing a job. In his free time, he enjoys playing football and basketball, spending time with his children, volunteering, coaching, traveling, and exploring history and philosophy. Looking ahead, he aims to complete his book and engage with organizations that require motivational speakers. He aspires to extend his reach to a broader audience and support the growth of the hospital he serves, ensuring that health care professionals receive the recognition and resources they need to retire with dignity.
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