AeroLeads people directory · profile
Richard Wolf, Ricp® Email & Phone Number
Financial Advisor and Chief Client Officer
at
Tailored Wealth
1 work email found
@infinexgroup.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor and Chief Client Officer
Location
Trumbull, Connecticut, United States
Company size
Who is Richard Wolf, Ricp®? Overview
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Quick answer
Richard Wolf, Ricp® is listed as Financial Advisor and Chief Client Officer at Tailored Wealth, a company with 3 employees, based in Trumbull, Connecticut, United States. AeroLeads shows a work email signal at infinexgroup.com and a matched LinkedIn profile for Richard Wolf, Ricp®.
Richard Wolf, Ricp® previously worked as Financial Advisor and Chief Client Officer at Tailored Cents and Financial Advisor at Infinex Financial Group. Richard Wolf, Ricp® holds Bachelor Of Science (B.S.), Double Major: Business Administration And Finance, 3.43 Overall Gpa from Sacred Heart University.
Company email context
Email format at Tailored Wealth
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*@infinexgroup.com
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AeroLeads found 1 current-domain work email signal for Richard Wolf, Ricp®. Compare company email patterns before reaching out.
Profile bio
About Richard Wolf, Ricp®
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.
Listed skills include Series 63, Financial Services, Retirement Planning, Investments, and 9 others.
Current workplace
Richard Wolf, Ricp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Tailored Wealth
8 roles
Richard Wolf, Ricp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor And Chief Client Officer
CurrentTailored 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.
Oct 2021 - Present
Financial Advisor
Infinex Financial Group
Jan 2018 - Jun 2021
Wholesaler, Regional Vice President
Served 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.
May 2015 - Dec 2017
National Sales Desk Manager, Northeast Wirehouse Team
Oct 2014 - May 2015
Senior Internal Wholesaler
Mar 2006 - Sep 2014
Convertible Bond Sales
May 2002 - Sep 2005
Registered Representative
Dec 1999 - May 2002
1 education record
Richard Wolf, Ricp® education
FAQ
Frequently asked questions about Richard Wolf, Ricp®
Quick answers generated from the profile data available on this page.
What company does Richard Wolf, Ricp® work for?
Richard Wolf, Ricp® works for Tailored Wealth.
What is Richard Wolf, Ricp®'s role at Tailored Wealth?
Richard Wolf, Ricp® is listed as Financial Advisor and Chief Client Officer at Tailored Wealth.
What is Richard Wolf, Ricp®'s email address?
AeroLeads has found 1 work email signal at @infinexgroup.com for Richard Wolf, Ricp® at Tailored Wealth.
Where is Richard Wolf, Ricp® based?
Richard Wolf, Ricp® is based in Trumbull, Connecticut, United States while working with Tailored Wealth.
What companies has Richard Wolf, Ricp® worked for?
Richard Wolf, Ricp® has worked for Tailored Wealth, Tailored Cents, Infinex Financial Group, Prudential Financial, and J Giordano Securities Group.
How can I contact Richard Wolf, Ricp®?
You can use AeroLeads to view verified contact signals for Richard Wolf, Ricp® at Tailored Wealth, including work email, phone, and LinkedIn data when available.
What schools did Richard Wolf, Ricp® attend?
Richard Wolf, Ricp® holds Bachelor Of Science (B.S.), Double Major: Business Administration And Finance, 3.43 Overall Gpa from Sacred Heart University.
What skills is Richard Wolf, Ricp® known for?
Richard Wolf, Ricp® is listed with skills including Series 63, Financial Services, Retirement Planning, Investments, Management, Annuity Sales, Wealth Management, and Series 7.
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