Specializing in financial, tax and retirement planning strategies, Richard quickly developed a reputation as “advisor to the advisors” when he began his career in 1986, cultivating a clientele of attorneys, bankers, investment bankers, and Wall Street executives with his unique approach.
He has been recognized for his expertise in elder care concerns, safe-retirement income strategies, and asset protection, and holds both the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College. Furthermore, he holds the designation of Certified Divorce Financial Specialist from the Institute of Business and Finance.
Richard completed his undergraduate studies at the State University of New York at Stony Brook. Following his service in the United States Navy, he spent his post-graduate studies at Middlebury College in Vermont and the Graduate Center at City University of New York.
He moved his primary office from Wall Street to Long Island, New York in 1995 to be closer to home and family but continued to build upon existing relationships to expand his practice. Soon after, he was sought out by MetLife to participate in specialized training through MetDESK – the Division of Estate planning for children with Special Needs.
When he is not helping others to fund and protect their retirement, Richard devotes time assisting college students and their families in maximizing their eligibility for financial aid. He accomplishes this as founder and managing director of the non-profit organization L.I.F.E. – Long Island Funding for Education. He also functions as president of JNR Financial Risk Management, Ltd., a firm specializing in safe money financial strategies for people who desire to avoid risk.
Other Office Location:
410 MOTOR PARKWAY
SUITE 200
HAUPPAUGE, NY 11788
