Managing Director, Partner
Richard serves as a Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than a decade of experience in the financial services industry, Richard offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Richard served as the President of an independent investment advisory firm, where he was involved in all aspects of client and firm success.
Richard received his Bachelor of Science degree in aviation maintenance science from Embry-Riddle Aeronautical University and his Master of Business Administration degree from the University of Memphis.
Richard and his family enjoy traveling, watching movies, exercising, cooking, and those quiet moments with each other that make everything worth it.
Articles by Richard Paessler
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