Richard Catanese, Aif®
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Richard Catanese, Aif® Email & Phone Number

Wealth Advisor at Independence Square Advisors at Independence Square Advisors
Location: Plymouth Meeting, Pennsylvania, United States 7 work roles
1 work email found @thephiladelphiagroup.com 1 phone found area 610 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email r****@thephiladelphiagroup.com
Direct phone (610) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Independence Square Advisors
Role
Wealth Advisor at Independence Square Advisors
Location
Plymouth Meeting, Pennsylvania, United States
Company size
36 employees

Who is Richard Catanese, Aif®? Overview

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Quick answer

Richard Catanese, Aif® is listed as Wealth Advisor at Independence Square Advisors at Independence Square Advisors, a with 36 employees, based in Plymouth Meeting, Pennsylvania, United States. AeroLeads shows a work email signal at thephiladelphiagroup.com, phone signal with area code 610, and a matched LinkedIn profile for Richard Catanese, Aif®.

Richard Catanese, Aif® previously worked as Partner The Philadelphia Group at The Philadelphia Group and Partner at C&C Redevelopment, Llc.

Company email context

Email format at Independence Square Advisors

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*@thephiladelphiagroup.com
68% confidence

AeroLeads found 1 current-domain work email signal for Richard Catanese, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Richard Catanese, Aif®

Independence Square Advisors provides comprehensive, independent Wealth Management Services, serving the needs of business owners, wealthy families, and affluent professionals.Securities offered through LPL Financial, member FINRA/SIPC.For hyperlinks to FINRA and SIPC, please refer to Contact Info section above. Investment advice offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square is a separate entity from LPL Financial.The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AK, CA, FL, GA, NC, NJ, NY, and PA. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.

Listed skills include Strategic Financial Planning, Portfolio Management, Retirement Plan Consulting, Securities, and 26 others.

Current workplace

Richard Catanese, Aif®'s current company

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Independence Square Advisors
Independence Square Advisors
Wealth Advisor at Independence Square Advisors
king of prussia, pennsylvania, united states
Website
indsquare.com
Employees
36
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Company profile
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7 roles · 35 years

Richard Catanese, Aif® work experience

A career timeline built from the work history available for this profile.

Partner The Philadelphia Group

The Philadelphia Group

150 S. Warner Rd, Ste. 300, King Of Prussia, Pa 19406

Apr 2011 - Jan 2020

Partner

C&C Redevelopment, Llc

Greater Philadelphia Area

Real estate rehabilitation for sale and rent.

2008 - 2018 ~10 yrs

Vice President, Investments - Financial Advisor

Wells Fargo Advisors, Llc

Plymouth Meeting, Pennsylvania

Wealth Management

May 2009 - May 2011

Vice President, Investments - Financial Advisor

Wachovia Securities, Llc

Plymouth Meeting, Pennsylvania

Wealth Management

Nov 2003 - May 2009

Financial Consultant

Merrill Lynch

Blue Bell, Pennsylvania

Wealth Management

May 2000 - Nov 2003

Vice President

Ims

Broomall, Pennsylvania

Operations Manager

1992 - 1999 ~7 yrs
Team & coworkers

Colleagues at Independence Square Advisors

Other employees you can reach at indsquare.com. View company contacts for 36 employees →

BS Brenton Stransky Brenton Stransky Colleague at Independence Square AdvisorsCarlsbad, California, United States View → DA Daniel Agoglia Daniel Agoglia Colleague at Independence Square AdvisorsWayne, Pennsylvania, United States View → TD Tim D'Orazio Tim D'Orazio Colleague at Independence Square AdvisorsWarrington, Pennsylvania, United States View → LH Latoya Herndon Latoya Herndon Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → EJ Eric J Long, Cfp®, Crpc®, Cfs® Eric J Long, Cfp®, Crpc®, Cfs® Colleague at Independence Square AdvisorsKing Of Prussia, Pennsylvania, United States View → DW Dana Wiemer Dana Wiemer Colleague at Independence Square AdvisorsDrexel Hill, Pennsylvania, United States View → SP Shane P. Smith Cfp®, Chfc ®, Lutcf Shane P. Smith Cfp®, Chfc ®, Lutcf Colleague at Independence Square AdvisorsPottstown, Pennsylvania, United States View → LR Lori Rosenberg Lori Rosenberg Colleague at Independence Square AdvisorsLafayette Hill, Pennsylvania, United States View → AO Andrew O'Malley, Cfp® Andrew O'Malley, Cfp® Colleague at Independence Square AdvisorsPhiladelphia, Pennsylvania, United States View → JM James Mangano James Mangano Colleague at Independence Square AdvisorsUnited States View →
FAQ

Frequently asked questions about Richard Catanese, Aif®

Quick answers generated from the profile data available on this page.

What company does Richard Catanese, Aif® work for?

Richard Catanese, Aif® works for Independence Square Advisors.

What is Richard Catanese, Aif®'s role at Independence Square Advisors?

Richard Catanese, Aif® is listed as Wealth Advisor at Independence Square Advisors at Independence Square Advisors.

What is Richard Catanese, Aif®'s email address?

AeroLeads has found 1 work email signal at @thephiladelphiagroup.com for Richard Catanese, Aif® at Independence Square Advisors.

What is Richard Catanese, Aif®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 610 for Richard Catanese, Aif® at Independence Square Advisors.

Where is Richard Catanese, Aif® based?

Richard Catanese, Aif® is based in Plymouth Meeting, Pennsylvania, United States while working with Independence Square Advisors.

What companies has Richard Catanese, Aif® worked for?

Richard Catanese, Aif® has worked for Independence Square Advisors, The Philadelphia Group, C&C Redevelopment, Llc, Wells Fargo Advisors, Llc, and Wachovia Securities, Llc.

Who are Richard Catanese, Aif®'s colleagues at Independence Square Advisors?

Richard Catanese, Aif®'s colleagues at Independence Square Advisors include Brenton Stransky, Daniel Agoglia, Tim D'Orazio, Latoya Herndon, and Eric J Long, Cfp®, Crpc®, Cfs®.

How can I contact Richard Catanese, Aif®?

You can use AeroLeads to view verified contact signals for Richard Catanese, Aif® at Independence Square Advisors, including work email, phone, and LinkedIn data when available.

What skills is Richard Catanese, Aif® known for?

Richard Catanese, Aif® is listed with skills including Strategic Financial Planning, Portfolio Management, Retirement Plan Consulting, Securities, Finra, Wealth Management Services, Retirement, and Investment Advisory.

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