Richard has thirty-plus years in the financial services industry as an advisor, managing director, directors of marketing and training, and currently as a consultant to the industry.
Richard is a seasoned author and columnist on wealth management and investing topics. He has written extensively on a broad range of wealth management, investment, and personal finance topics.
Richard is a regular contributor for major financial publications including Investopedia and Seeking Alpha.
Richard has a BA in public administration from the University of California, Davis.