Overview
Richard is a financial advisor with over 20 years of experience serving high-net-worth individuals, executives, and owners of closely held family businesses across the Northeast. He also works closely with personal injury plaintiff attorneys and their clients, offering structured settlement solutions that protect and preserve financial awards. His specialties include asset management, financial planning, and risk management.
Experience
After more than 20 years working in the financial services industry, Robert has developed a strong background in life insurance, disability insurance, and long-term care planning. Richard collaborates closely with Aprio tax advisors and other professionals to ensure that every aspect of a client’s financial plan is implemented in alignment with their long-term goals. In his current practice within Aprio, he brings his experience as a Settlement Planning Specialist, offering guidance and controls to safeguard jury awards in personal injury, wrongful death, and malpractice cases through structured settlements funded by annuities. Richard coordinates investments, financial planning, and tax planning to provide clients with the best contextual advice.
Education & Affiliations
Richard earned his Bachelor’s from St. John’s University and received a Certificate in Retirement Planning from the Wharton School at the University of Pennsylvania. He is a member of the St. John’s Alumni Association and the New York State Trial Lawyers Association.
Insights
