Rick earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies at the Katz Graduate School of Business. He focuses on individual and group retirement planning with a specialization in fiduciary investing standards. He received his Bachelor’s Degree from Siena College and holds the Series 6, 7, 63 and 65 Licenses as well as Life and Health Insurance Licenses.
In addition, Rick has a thorough knowledge of fiduciary responsibility and the Global Fiduciary Standard of Excellence. He brings the highest level of professionalism and expertise to investment stewards and individual investors.