Richard had a pretty good idea when he went to university that he would most likely end up as a financial advisor, having seen his father enjoy a successful and, more importantly, fulfilling career.
Following graduation Richard worked in and around Manchester, UK, on both the product provider side and as a Financial Planner, whilst qualifying as a Chartered Financial Planner. He has gone on to work as a financial planner on three continents and is the definition of a cross border financial planner.
Richard and Kate currently live in Greenwich,CT with their dogs, Caesar and Monty.
Richard is a Chartered Financial Planner (UK - CII) in addition to holding the IMC (CFA UK) and Series 65 (US - FINRA).
Check out Richard's LinkedIn Bio here