Rich began his career in wealth management in 2008. He provides holistic financial planning services tailored to each client’s unique needs, from helping them plan for their children’s education to starting a new business. Rich coordinates all stages of the financial planning process, including risk assessment, asset allocation, portfolio rebalancing, investment implementation, and portfolio monitoring. Among the industries he serves are apparel, entertainment, technology, and health care. He works with all types of clients, from individuals and families to businesses and business owners.
Rich is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7, 63, and 66 licenses. He’s also licensed for accident and health, life-only, and variable contracts insurance.