About Richard

Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS
President

 

 

 

 

Richard Suder has a scientist background, a MBA degree, and over 10 years of professional experience.  He also holds various prestigious professional designations in the financial planning field including Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Retirement Plan Specialist (CRPS®), and Accredited Asset Management Specialist (AAMS®).  Richard passed 3 levels of CFA exams and other designation exams all on first attempts. Richard is also a member of CFA Institute and Boston Security Analysts Society (BSAS).

Richard currently holds his series 7, 24, 63, and 66 securities registrations through LPL and is life and health insurance licensed. Richard is a LPL Registered Principal and an Investment Advisor Representative (IAR).

Richard has been married for 20 years to Mei and has 2 lovely children: Auri, Boy, 10 years old; Elan, Girl, 16 years old. Richard and his family currently reside in Newton, MA.  

Credentials:

Phone: (617) 329-1185, (617) 340-2185, (203) 806-0168
Fax: (617) 370-0507

 

Profile:

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