Richard Samara
Managing Director
Richard Samara is a Certified Financial Planner® with over 40 years industry experience. He has a B.S. degree in Finance from New York University. He specializes in working with high net worth families and individuals doing Comprehensive Financial Planning including Investment Planning, Retirement Planning, Estate Planning, College Funding, Long Term Care, Life Insurance, and Asset Protection Strategies.
He works with clients to provide strategies to help preserve assets, reduce risk, and mangage wealth.
Rich is an LPL Registered Principal and holds FINRA Series 7, 24, 63 licenses with LPL Financial and the Series 65 license with Private Advisor Group, LLC.
Phone
973-867-1391