Helping You Pursue Your Financial Goals Through Wealth Preservation & Growth
Richard has been involved in the Financial Markets since 1980. First on the institutional side working with lead banking and brokerage firms in managing their own portfolios and since 1993 on the individual client side.
Along the way, his philosophy has evolved to being individually client centered and taking the time with each person and family to ensure their comfort with the complete investment process. Richard believes in being available to his clients throughout all stages of their financial lives.
Richard holds a Series 7, 63, 24 and 65 securities registrations as well as a Life and Disability insurance license.
In addition, Richard has a Fellow Life Management Institute (FLMI) designation. The Fellow, Life Management Institute is a 10-course professional development program that provides an industry-specific business education in the context of the insurance and financial services industry.
Richard lives with his family in Hillside, New Jersey. He enjoys spending time with his family, pet menagerie, gardening, entertaining and bowling.
Discover How Legacy Wealth Advisors Can Help Make Your Financial Goals A Reality
Contact Richard White for a complimentary wealth management consultation at 973-585-3172