Richard is a Director of Investments as well as a Certified Financial Planner practitioner with more than 20 years of experience in the financial services industry. Richard works diligently to empower his clients, discussing personal financial goals, college planning for children, when or even whether they want to retire, how much money it will take, and what they may need to save to provide for n
eeds in the interim. Objective and reliable, his focus is on overall investment management and individualized financial planning. in 2019, Richard worked at Raymond James and Morgan Stanley. He earned his bachelor’s degree in economics from Binghamton University. He is an active member of Toastmasters International and earned his Competent communicator designation from that organization in 2018. Richard makes his home in Jupiter, FL with his wife and son. In his free time he enjoys golf and working out. I am licensed in the following States: AL, CA, FL, IL, MA, MD, ME, NJ, NY, SC, NC, TX. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
