Introduction

Wright Financial & Business Advisors is a financial services firm that specializes in working with owners of closely held businesses.  Our principal, David J. Wright is a registered investment advisor and California licensed insurance agent.

Our History

In 1980, John Wright left the insurance agency he was working with as their employee benefits specialist to go out on his own.  He enjoyed a successful career working with business owners and human resource executives in employee benefits including; group health, dental, life, vision, disability, and pension plans.  From the beginning his wife Judy was there working along side with him in what would later be jokingly referred to as "Nepotism Unlimited" when son's Robert and David would later join the firm.  The eldest son, Robert, joined first in 1988.  David came along in 1993 following in his father's footsteps and carving out a niche for himself in working with successful entrepreneurs and business owners.  

In 1994, Robert and Judy entered law school and still worked part time within the firm.  That same summer David tested and successfully passed his Series 7 Securities Exam to add investment services to the firm.  

In February of 1995 John put himself on "injured reserve" status when during an exploratory surgery cancer was discovered.  John has been out on disability ever since although he can still be found hanging around the office from time to time being the resident computer expert.  

This turn of events left David in charge of managing the client accounts and is what would ultimately lead to his taking over as principal of the firm.  In December of 1997 David filed the required paperwork to operate as a state registered investment advisor moving the firm to fee-only investment management services.  

Today Wright Financial has narrowed their focus in to David's areas of specialty offering fee-only investment advisory services, retirement and estate planning.

Wright Financial &
Business Advisors
265 E River Park Circle, Suite 260
Fresno, CA 93720
Phone (559) 228-8375