Richard Archer, Cfa, Cfp, Mba

Richard Archer, Cfa, Cfp, Mba Email and Phone Number

Financial Planner for High-Achieving Professionals | Lower Taxes, Optimize Savings/Investments & Decrease Money Stress @ Archer Investment Management
Richard Archer, Cfa, Cfp, Mba's Location
Austin, Texas, United States, United States
Richard Archer, Cfa, Cfp, Mba's Contact Details
About Richard Archer, Cfa, Cfp, Mba

If you die with 5 million dollars in the bank, I’ve failed. Yes, I’m a financial planner, but I do things a bit differently. 😉I believe you can… Make responsible financial decisions for tomorrow, without ignoring what your soul needs today. Save and invest wisely, while simultaneously planning for a trip across the globe. Practice mindful spending and map out a responsible plan to purchase your dream car or home.Yes, I’ll make sure your retirement accounts are stacked. I’ll geek hard and dig deep to diligently lower your taxes. We’ll help protect your family and finances no matter what the future (or market) holds. If anything in your life has a dollar sign attached to it, I’ll help you optimize and maximize it. But I’ll also help you do what no spreadsheet will… I’ll challenge you to dream. To use your hard-earned money in creative and courageous ways that will make your future self proud.I’ll help you let go of the stress money has created for you in the past and lean into the confidence you can have with a solid financial plan in place.What if you knew you had enough? That all your bases were covered. What if I gave you the math that could slap duck tape over the mouth of your inner worry monster and give you permission to chase an exciting dream?This is what financial planning with intention, courage, and creativity can do. I’ll help you save for retirement, and also make sure you don’t wait until then to live.Are you ready to live today while saving responsibly for tomorrow? Great! Because that’s what I do. 🙋🏻‍♀️Here’s what I want you to do next… 👇🏻Shoot me a quick DM with an answer to this question: “If tomorrow you had unlimited funds in your bank account, what is one of the first items you would love to check off your bucket list?” If you don’t have an answer, think of someone you admire who did something inspiring and share with me what it was.I’m looking forward to hearing your answer.- Richard Find Me Online💻 Website: https://archerim.com 📞 Schedule a call: https://archerim.com/book-a-meeting

Richard Archer, Cfa, Cfp, Mba's Current Company Details
Archer Investment Management

Archer Investment Management

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Financial Planner for High-Achieving Professionals | Lower Taxes, Optimize Savings/Investments & Decrease Money Stress
Richard Archer, Cfa, Cfp, Mba Work Experience Details
  • Archer Investment Management
    President
    Archer Investment Management Apr 2008 - Present
    Austin, Texas, Us
    It's my calling to help people have a positive relationship with their money and to view it as a tool to help them lead the lives they desire.
  • Alpha Capital Management
    Investment Officer
    Alpha Capital Management Dec 2004 - Apr 2008
    Austin, Texas, Us
    Investment management
  • Smith Barney Consulting Group
    Investment Analyst
    Smith Barney Consulting Group Sep 2003 - Nov 2004
    New York, Ny, Us
    Consultant to large foundations and high net worth individuals. Member of a successful consulting team that was one of the largest at Smith Barney.
  • Mcdonald Investments / Key Bank
    Vice President
    Mcdonald Investments / Key Bank Feb 1998 - Sep 2003
    Consultant to large foundations and endowments as well as high net worth individuals. Member of one of the most elite and successful consulting teams in America.

Richard Archer, Cfa, Cfp, Mba Skills

Portfolio Management Asset Management Non Profits Investments Economics Financial Analysis Mutual Funds Due Diligence Competitive Analysis Risk Management Equities Certified Financial Planner Financial Planning

Richard Archer, Cfa, Cfp, Mba Education Details

  • The Wharton School
    The Wharton School
    Economics
  • Texas Mccombs School Of Business
    Texas Mccombs School Of Business
    Executive Mba Program
  • Cfp Board
    Cfp Board
    Personal Financial Planning
  • Cfa Institute / Association For Investment Management And Research
    Cfa Institute / Association For Investment Management And Research
    Investments And Securities

Frequently Asked Questions about Richard Archer, Cfa, Cfp, Mba

What company does Richard Archer, Cfa, Cfp, Mba work for?

Richard Archer, Cfa, Cfp, Mba works for Archer Investment Management

What is Richard Archer, Cfa, Cfp, Mba's role at the current company?

Richard Archer, Cfa, Cfp, Mba's current role is Financial Planner for High-Achieving Professionals | Lower Taxes, Optimize Savings/Investments & Decrease Money Stress.

What is Richard Archer, Cfa, Cfp, Mba's email address?

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What is Richard Archer, Cfa, Cfp, Mba's direct phone number?

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What schools did Richard Archer, Cfa, Cfp, Mba attend?

Richard Archer, Cfa, Cfp, Mba attended The Wharton School, Texas Mccombs School Of Business, Cfp Board, Cfa Institute / Association For Investment Management And Research.

What are some of Richard Archer, Cfa, Cfp, Mba's interests?

Richard Archer, Cfa, Cfp, Mba has interest in Nonprofit Board Service, Children, Economic Empowerment, Education, Cycling, Running, Animal Welfare, Travel.

What skills is Richard Archer, Cfa, Cfp, Mba known for?

Richard Archer, Cfa, Cfp, Mba has skills like Portfolio Management, Asset Management, Non Profits, Investments, Economics, Financial Analysis, Mutual Funds, Due Diligence, Competitive Analysis, Risk Management, Equities, Certified Financial Planner.

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