Shawn Richards Email and Phone Number
Shawn Richards work email
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Shawn Richards personal email
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.
Teacheretire
View- Website:
- teacheretire.com
- Employees:
- 4
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Cofounder And Investment ManagerTeacheretireRochester, Ny, Us -
Cofounder/Investment ManagerTeacheretire Apr 2019 - PresentNationwide -
PartnerThe Angelo Planning Group Jan 2005 - Present2590 Brighton Henrietta Town Line Rd. Rochester, Ny 14623No 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.
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Regional Vice President/ Registered RepresentativeAxa Advisors 2005 - 2010
Shawn Richards Skills
Shawn Richards Education Details
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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.
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Shawn Richards
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Shawn Richards
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