Financial Advisor | Investment Advisor Representative
914.372.2990 | email@example.com
With 25 years of industry experience, Richard’s mission is to achieve an unequaled standard of excellence in his profession by providing personalized value-added services and to become indispensable to his clients by assisting them in making educated, intelligent financial decisions.
He delivers these services to his clients, whether they be individuals or businesses, through customized Wealth Advisory Services including Financial Planning and Investment Management. His approach is to spend a great deal of time working with his clients to crystallize the objectives that are most important to them and would allow them to live purpose driven lives. From there he develops a thorough, comprehensive plan that begins to align his client’s wealth with their objectives.
He offers a variety of products that can help meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. He holds his Series 7 and 66 securities licenses. Richard earned his Bachelor’s Degree from Baruch College with a degree in Finance. He currently resides in Freehold, NJ and has three daughters and one son. In his spare time, he enjoys travelling, golfing, cooking, and dancing.
Licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NJ