Lead Financial Advisor
Certified Financial Planner; ChFC(R) AIF(R)
Offices: Charlotte; Richmond; Pinehurst; Wilmington
Business Services; Wealth Management
Financial Planning; Retirement Planning; Investment Management; Corporate Retirement Plans; Business Valuation; Executive Compensation;
Richard began his career with CG Financial Services in 2015 and specializes in helping with group retirement plans, executive compensation plans and helping families create a financial plan that gets them to and through retirement. His passion for the profession came from an unfortunate event in his life. From this event he dedicated himself to helping families and professionals retire comfortably on their own terms. Richard holds Series 7, Series 66 securities registrations and Life licenses. He has earned the Accredited Investment Fiduciary (AIF®), Chartered Financial Consultant (ChFC®) and the Certified Financial Planner(CFP®) designations.
My passion within the financial field started after my parents had a divorce when I was 12 years old. Seeing the struggle firsthand that my mother went through trying to build her retirement while not understanding her own 401k motivated me to make sure every participant knows how to use their benefit. Through years of experience, I’ve developed an understanding of how to efficiently make this happen while not creating inefficiencies for the organization. When I’m not working, I enjoy all things sports, playing with my dog Ramsey, and spending time with family. I graduated with honors from the University of North Carolina at Charlotte in May of 2016 with a B.S.B.A in Business Marketing.