Richard Wolf, Ricp® Email and Phone Number
Richard Wolf, Ricp® work email
- Valid
- Valid
Richard Wolf, Ricp® personal email
A trusted sales executive with a history of proven results. Over 20 years experience in the financial services industry with a focus on wealth management, retirement and legacy planning, insurance products and college planning to meet clients' personal financial needs.We look forward to our continued growth with you, our client, always coming first and look forward to building your custom financial plan with you. As always, please do not hesitate to reach out to me at (203) 293-7117 or Rich@TailoredCents.com if there are any financial questions I can help you with or if you have any questions. Thank you for trusting Tailored Cents with your business!Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Tailored Wealth
View- Website:
- yourtailoredwealth.com
- Employees:
- 3
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Financial Advisor And Chief Client OfficerTailored WealthFairfield, Ct, Us
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Financial Advisor And Chief Client OfficerTailored Cents Oct 2021 - PresentConnecticut, United StatesTailored Cents was founded during the pandemic of 2020 to create custom financial plans for individuals without having to leave their homes. We specifically focus on helping professionals who have recently had a job change. When changing jobs, there are some key financial decisions that need to be made and these decisions are easy to overlook during a career transition as Rich noticed himself years ago. Tailored Cents helps individuals through a 3 step process which is all done through web meeting technology. Unlike many financial planners, we offer a free starter financial plan and we donate to a specified charitable organization for every plan that we produce each month. We believe that giving back and doing good is part of core purpose.Securities and advisory services offered through LPL Financial, member FINRA/SIPC. LPL Financial is separately owned and other entities and/or marketing names, products or services referenced here are independent of LPL Financial. Please visit our website for additional disclosures. -
Financial AdvisorInfinex Financial Group Jan 2018 - Jun 2021477 Main Street, Monroe Ct
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Wholesaler, Regional Vice PresidentPrudential Financial May 2015 - Dec 2017Wirehouse And Bank Channels - Ct And The Hudson ValleyServed as external wholesaler for the Wirehouse, Banks and Regional Channels covering Connecticut, New York, Rhode Island and Western Massachusetts. Deliver client seminars, training sessions, one-on-one appointments, continuing education, and joint client meetings with financial advisors to increase sales growth. Implement strategic initiatives and focuses to add maximum value for clientele. Develop and roll out marketing programs to capitalize on market opportunities and momentum. -
National Sales Desk Manager, Northeast Wirehouse TeamPrudential Financial Oct 2014 - May 2015Shelton, Ct
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Senior Internal WholesalerPrudential Financial Mar 2006 - Sep 2014Shelton, Ct
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Convertible Bond SalesJ Giordano Securities Group May 2002 - Sep 2005Stamford, Ct -
Registered RepresentativePeople'S United Bank Dec 1999 - May 2002Bridgeport, Ct
Richard Wolf, Ricp® Skills
Richard Wolf, Ricp® Education Details
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3.43 Overall Gpa
Frequently Asked Questions about Richard Wolf, Ricp®
What company does Richard Wolf, Ricp® work for?
Richard Wolf, Ricp® works for Tailored Wealth
What is Richard Wolf, Ricp®'s role at the current company?
Richard Wolf, Ricp®'s current role is Financial Advisor and Chief Client Officer.
What is Richard Wolf, Ricp®'s email address?
Richard Wolf, Ricp®'s email address is rw****@****oup.com
What schools did Richard Wolf, Ricp® attend?
Richard Wolf, Ricp® attended Sacred Heart University.
What are some of Richard Wolf, Ricp®'s interests?
Richard Wolf, Ricp® has interest in Poverty Alleviation, Children.
What skills is Richard Wolf, Ricp® known for?
Richard Wolf, Ricp® has skills like Series 63, Financial Services, Retirement Planning, Investments, Management, Annuity Sales, Wealth Management, Series 7, Insurance, Retirement, Leadership, Series 66.
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