I graduated Cum Laude from Pace University and subsequently passed the CPA exam. Having had my own CPA firm for almost 40 years, I advised business and individual clients on how to improve and maintain their income and quality of life while reducing their risk. About 7 years ago I morphed my practice away from taxes into a financial services model focusing on helping clients achieve their financial goals through insurance and estate needs utilizing both sophisticated and traditional techniques which greatly aided my firm in terms of both enhancing my relationships and obtaining new ones.
Recently I combined practices to bring these techniques to CPA firms to both add a very profitable financial niche into their practice and assist their clients as I did in my own practice.
I build client relationships by concentrating on the different needs and risks each client faces and working with a client’s other financial professionals (i.e., attorney, investment professional) to help determine the appropriate solutions which are right for them to choose from. This collaborative approach enables me to provide the best service and value to my clients by linking them to other resources that can help create the results they are looking for.
Richard is licensed in North Carolina.