Bio
Wealth Management Advisor and Equity Portfolio Manager, Appropriate Balance Financial Services. As practice leader for the firm’s financial planning processes, Rich designed client portfolios to address all aspects of investment, tax and retirement planning. -Portfolio Design Consultant. Through his own company, Rich worked as a consultant to firms on portfolio construction and tactical investment management. -Financial Planner and Portfolio Strategist, American Express. He began his investment management career in 1986 and quickly discovered his passion for working directly with clients in developing comprehensive financial plans B.S., Latin American Affairs, Ohio University and Certified Financial Planner.
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