Since 2013, Richard has been helping investors like you through the process of obtaining financial independence so that they can focus on the most important things in life.
With the insight and industry knowledge that come with over eight years in the business, Richard provides his clients the information they need to choose suitable investment products and services for their specific financial needs, including portfolio management, retirement planning, and more.
Richard is originally from Hasbrouck Heights, NJ and is a graduate of Babson College, where he earned a Bachelor of Science in Business Administration, with concentrations in Finance and Computational and Mathematical Finance. In his free time, Richard enjoys skiing, fishing, and cycling. Richard is an avid traveler and enjoys discovering new restaurants.