Richard is a Certified Fund Specialist™ and a Tactical Investment Strategist, who has spent more than 50 years debunking the perception that creating wealth and dealing with financial matters is difficult to understand. He has helped business owners, professionals and top executives at companies such as Johnson & Johnson, AT&T and McGraw Hill.

Richard authored a best seller “The 17 Laws of Successful Investing,” and has published articles in PTA Today and Human Resource Professional. He currently writes a monthly newsletter “A Summary for Our Clients.” He is a graduate of Rider College, where he received the Wall Street Journal Student Achievement Award.

Richard enjoys golf, travel, and doting on his grandchildren.