About Richard
As a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Richard leads prospective clients through their initial financial analysis. In this role, he helps individuals and families simplify complexity by bringing every part of their financial life, including invest... You don't get one advisor-you get The Mather Group. We deliver personalized financial guidance backed by a full team of specialists who coordinate investment, tax, and estate planning to help you live the life you've envisioned.
Areas of focus
Credentials & background
Designations
ChFCCFP
Licenses
Series 65Series 63Series 9Series 24Series 4SIESeries 7
Education
Bachelor of Science, Interdisciplinary Studies University of Central Florida (1999)
Clients served
Corporate ExecutivesDoctorsEntrepreneursHigh Net Worth IndividualsTech EmployeesUltra High Net Worth IndividualsWealthy Families
Registered in
Texas
Regulatory
The firm
The Mather Group$5.6 billion assets under management