As a Financial Planner, Richard services the financial needs of individuals, families, and businesses while seeking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help them achieve them.
This starts with helping them become clear in their objectives by identifying and prioritizing what matters most and understanding what’s possible.
His disciplined approach integrates: Current Financial Position; Protection Planning; Investment Planning; Retirement Planning; Tax Planning; and Estate Planning.
When the initial analysis is complete, Richard can identify solutions for specific needs or build and implement a financial plan that can help put his clients in the best position to succeed. With the highest level of integrity, Richard has built his practice organically over the last decade, consistently adding new clients who are referred to him by people who feel that the advice and guidance he provides is of genuine value to them.
Richard has been in the financials services industry since 2009. He graduated from Quinnipiac University with a Bachelor of Science degree in financial management. He’s been awarded and named to a multitude of awards including NAIFA’s 40 under 40 list in 2017, Connecticut Magazine’s 2017 Five Star Wealth Manager Award*, as well as achieving MassMutual’s Blue Chip Council in 2018 & 2019, and Leaders Conference in 2020.
He is an active member of the Barnum Foundation for Life’s Board of Directors, which is a 501(c)(3) non-profit organization built to help underserved children in the community. He is also very active with the Quinnipiac University Alumni Association (#GoBobcats). In his spare time, he enjoys sports, running, & spending time with family and friends.
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
Richard is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
CA Insurance Lic#4061339
Check the background of this investment professional on FINRA’s BrokerCheck