Rich joined the WFP team in early 2024 as a Paraplanner, where he supports the team by gathering data, conducting research, and preparing financial plans and reports for clients. With a career in the financial services industry that began in 2016, Rich brings a wealth of experience to his role.

He holds a Master’s Degree in Personal Financial Planning from Texas Tech University and a Bachelor’s Degree in Financial Planning from William Paterson University. In addition to his Series 7 and 66 licenses, Rich is actively pursuing both his CFP and Enrolled Agent (EA) certifications to further enhance his expertise.

Outside of work, Rich enjoys a fulfilling personal life. He is married to his high school sweetheart, Laura, and they share their New Jersey home with their two dogs: Millie, an 8-year-old husky, and Luke, a 2-year-old rescue mix originally from Texas.

Favorite destination: New Jersey Shore

  Favorite Food: Mexican Food

  Favorite book: Power of Zero

  Item on the bucket list: Ski at  Niceko , Japan

  What motivates you: Excel Spreadsheets & Emoney

  What advice would you give your 12-year-old self: Focus more on gaining confidence