Shawn Richards

Shawn Richards Email and Phone Number

Cofounder and Investment Manager @ teacheretire
Rochester, NY, US
Shawn Richards's Location
Rochester, New York, United States, United States
Shawn Richards's Contact Details

Shawn Richards work email

Shawn Richards personal email

n/a
About Shawn Richards

I am an independent wealth manager and financial planner with extensive experience in asset management. I work with families to help them meet the challenges they face in meeting the goals of retiring comfortably, providing for their children, and protecting their family's financial well being. I work mainly with educators and administrators in school districts throughout the US. I am an independent advisor which means I do not represent any company or product line. This allows me to give my clients unbiased and objective advice. I provide my clients with detailed descriptions of the fees they pay for their investments as I take full and fair disclosure very seriously. I manage client's accounts actively in an effort to provide less risk in people's portfolios. I do not believe in simply having clients hold the same investments for extended periods of time with no entry and exit strategy. Most importantly I am in contact with my clients monthly to make certain that they stay informed on their financial plan.

Shawn Richards's Current Company Details
teacheretire

Teacheretire

View
Cofounder and Investment Manager
Rochester, NY, US
Website:
teacheretire.com
Employees:
4
Shawn Richards Work Experience Details
  • Teacheretire
    Cofounder And Investment Manager
    Teacheretire
    Rochester, Ny, Us
  • Teacheretire
    Cofounder/Investment Manager
    Teacheretire Apr 2019 - Present
    Nationwide
  • The Angelo Planning Group
    Partner
    The Angelo Planning Group Jan 2005 - Present
    2590 Brighton Henrietta Town Line Rd. Rochester, Ny 14623
    No Matter How Much Money You HaveThe professionals at APG advise those who are just starting their financial plan all the way to those with extensive experience as investors. Each client receives the same high level of service regardless of their account size. It is this equality of service that is the hallmark of our practice. You work hard for your family’s financial security, so we make sure that our team works hard for you.No Matter Where You WorkWe give advice on your financial portfolio regardless of where you work or where your assets are held. For most investors their largest nest egg is their employer sponsored retirement plan. This is precisely the area of your portfolio that often times receives the least attention. APG is one of the firms in the Rochester area that provides advisory services for these plans. This strengthens your retirement plan.We Take Action At APG we believe that it is our responsibility to help you achieve your goals. Too often people are provided with a financial plan and their experience ends there. At APG this is the beginning of your journey. While many firms encourage investors to simply ride out or tolerate down markets and poor investment performance we take a different approach.We believe that your long term investment success hinges on mitigating your losses. When market trends are unfavorable we use defensive tactics like reducing or eliminating stock exposure, while raising cash and bond holdings. This allows us to have a clearly defined entry and exit strategy for each investment that you own. Our goal by utilizing these techniques is for investors to experience lower volatility and less risk of loss.
  • Axa Advisors
    Regional Vice President/ Registered Representative
    Axa Advisors 2005 - 2010

Shawn Richards Skills

Estate Planning Life Insurance Financial Planning Retirement Disability Insurance Investments Finance Portfolio Management Asset Management Securities 403 Advisory 401 Advisory 457 Advisory College Planning Long Term Care Retirement Planning

Shawn Richards Education Details

  • Rochester Institute Of Technology
    Rochester Institute Of Technology

Frequently Asked Questions about Shawn Richards

What company does Shawn Richards work for?

Shawn Richards works for Teacheretire

What is Shawn Richards's role at the current company?

Shawn Richards's current role is Cofounder and Investment Manager.

What is Shawn Richards's email address?

Shawn Richards's email address is sr****@****oup.com

What schools did Shawn Richards attend?

Shawn Richards attended Rochester Institute Of Technology.

What are some of Shawn Richards's interests?

Shawn Richards has interest in Walking The Dog, Reading, Landscaping, Sports, Running, Food, Travel, Wine, Beer.

What skills is Shawn Richards known for?

Shawn Richards has skills like Estate Planning, Life Insurance, Financial Planning, Retirement, Disability Insurance, Investments, Finance, Portfolio Management, Asset Management, Securities, 403 Advisory, 401 Advisory.

Not the Shawn Richards you were looking for?

  • Shawn Richards

    Preci Manufacturing
    Bristol, Vt
    2
    yahoo.com, csac-vt.org

    2 +180238XXXXX

  • Shawn Richards

    Mission Viejo, Ca
    4
    mobica.com, btinternet.com, endava.com, dolby.com

    3 +441625XXXXXX

  • Shawn Richards

    Managing Director - Risk Engineering
    East Longmeadow, Ma
    3
    charter.net, msn.com, thehartford.com

    3 +121564XXXXX

  • Shawn Richards

    Eagle Mountain, Ut
    9
    eaglelandsurveyinginc.com, eaglelandsurveyinginc.com, coloradosmokehouse.net, hotmail.com, aol.com, gmail.com, firston.com, impact-elevated.com, mazumausa.com
  • Shawn Richards

    Swartz Creek, Mi
    3
    uwm.com, dickssportinggoods.com, unitedshore.com

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.