Richard J. Ranieri Email & Phone Number

Richard has been in the investment consultant business since 1983 having worked for 4 major financial service firms in various capacities over this 35 year period. He has been part of an investment team for all but 2 years of this history which now has 5 members. The Ranieri/Roberts/Rosenberg Group of Wells Fargo Advisors concentration centers on providing custom tailored financial strategies to high net worth individuals and organizations including: asset/liability management, asset allocation, retirement planning, gifting, titling of assets, charitable planning, stock options, insurance, etc. The team's central theme is centered on the proper understanding of "risk" in any financial strategy and how to incorporate that understanding in to a viable plan in a "post 2008" world.Specialties: All aspects of wealth management to include the accumulation phase as well as the distribution phase.Richard has the following registrations: Series 7, 31, 63, 65 and the Life +Health Insurance License.This information is intended for use only by residents of AZ, CA, CO, CT, DE, FL, IL, MA, MD, NC, NY, NJ, NV, OR, PA, TX, VA + WI./*********/Investments and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Investments, Asset Allocation, Financial Services, High Net Worth Individuals, and 16 others.

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