Richard Tolway, Cfp® Email and Phone Number
As a financial planner at Lumiere Financial Group, I help clients achieve their financial goals and secure their futures. I specialize in tax and estate planning, retirement planning, and insurance planning, using my knowledge and skills to create customized and comprehensive financial plans for each client.I have a bachelor's degree in marketing from Arizona State University, which enables me to communicate effectively with clients and understand their needs and preferences. I am also a CFP candidate, pursuing the Dalton CFP Program at NYU School of Professional Studies, to enhance my professional credentials and competencies. I am passionate about financial planning and committed to providing quality service and advice to my clients.
Lumiere Financial Group
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Financial AdvisorLumiere Financial Group May 2022 - PresentNew York, New York, United States -
ContractorSelf-Employed 2016 - 2021New York City Metropolitan Area
Richard Tolway, Cfp® Education Details
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Financial Planning And Services
Frequently Asked Questions about Richard Tolway, Cfp®
What company does Richard Tolway, Cfp® work for?
Richard Tolway, Cfp® works for Lumiere Financial Group
What is Richard Tolway, Cfp®'s role at the current company?
Richard Tolway, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ Professional specializing in Tax, Retirement and Estate Planning.
What schools did Richard Tolway, Cfp® attend?
Richard Tolway, Cfp® attended Arizona State University - W. P. Carey School Of Business, Nyu School Of Professional Studies.
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