Richard is a Senior Financial Advisor and Wealth Planner for Blacktower Financial Management (US) LLC based in Tampa, FL. He has over 20 years of invaluable experience in the financial services and insurance sector and specialize in crafting comprehensive financial plans, wealth management and insurance strategies, focusing predominantly on physicians, medical professionals, business owners, and high-net-worth individuals. His comprehensive approach is built on a foundation of expertise, trust, and a deep understanding of the unique financial challenges and opportunities his clients face.
Qualifications
Finra Series 6,63,55, & 65 Securities License
Finra Securities Industry Essentials (SIE) License
Florida 2-15 Health, Life, and Annuity Agent License
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