Richard is a Registered Representative associated with Cadaret, Grant
& Co., Inc., a FINRA member firm. Prior to joining ETFidea, LLC,
Richard was an independent Certified Financial Planner™. Previously,
Richard was also a financial advisor for a national financial planning
firm.
Richard specializes in personal financial planning and advisory
services in the areas of retirement, investments, asset allocation, tax
management strategies, estate preservation and small businesses.
PROFESSIONAL ACTIVITIES• Financial Planning
Association(FPA)
• Estate Planning Council of Central New York
• American Institute of Certified Public Accountants (AICPA)
CIVIC and CHARITABLE ACTIVITIES
• Rotary Club of DeWitt, President
•
The Learning Place, Treasurer
LICENSES and DESIGNATIONS
• Series 7, Series 63 and Series 65 (Uniform Investment Advisor)
Securities Licenses
• Life, Accident and Health Insurance License (New York, Maryland)
• Certified Financial Planner™, 2004
• Certified Public Accountant, 1980
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