Richard Nash

Richard manages the firm and works with clients to develop personal financial plans and strategies. Active in the financial services industry since 1978, Richard has built a reputation for providing sound financial advice to his clients. As an experienced retirement planner, Richard demonstrates a seasoned understanding in helping to address the needs of successful professionals, business owners, retirees, and their families.

Richard holds the following securities registrations with LPL Financial: Interest Rate Options (Series 5), General Securities Representative (Series 7), General Securities Principal (Series 24), and Uniform Securities Agent State Law (Series 63). He holds a Chartered Retirement Planning Counselor (CRPC) designation from The College for Financial Planning in Denver, Colorado. He is registered to work with clients who reside in Alaska, Arizona, California, Colorado, District of Columbia, Hawaii, Massachusetts, Michigan, Nevada, New York, Oregon, Texas, Utah, Washington, and West Virginia.