Richard began his career in the financial planning industry in 1985. With his extensive knowledge in financial planning, he can help you with strategies in wealth management, retirement income planning, and the preservation of wealth for future generations through comprehensive estate and Medicare planning.
Credentials and registrations
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- FINRA Series 7, 63 securities registrations
Richard currently resides in Rochester, New York, with his wife, Kim, and their two children, Ricky and Katie. Actively involved in youth sports, Richard has coached youth hockey and softball for more than 30 years and currently serves as Treasurer for two local youth sports associations, Eastside Little League and the Rochester Lady Lions travel softball. Previously, he held board positions for many years for Monroe County Youth Hockey and the Greater Canandaigua Civic Center. He is currently the Varsity Softball Head Coach for Our Lady of Mercy School for Young Women.
In 2009, Richard established the Brendan Donohue Memorial Golf Tournament to benefit the ALS Association of Upstate New York (www.BDAlsGolf.com) and the Brendan Donohue '85 Memorial Scholarship Fund at Clarkson University. This golf tournament is held the first Saturday in June at The Links @ Erie Village, in East Syracuse, New York. To date the tournament has raised over $ 210,000 for these two great charities and have awarded over $10,000 in scholarships to Clarkson University students.