Richard F. Milella

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...