Richard Boss (CFP®, MBA)

Richard Boss focuses in the
following client markets or areas of practice:

Hourly

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Planning & Distribution Rules

Planning Specialties

Table Rock Financial Planning provides objective advice to help you get organized, develop financial strategies aligned with your goals and values, and implement those strategies in a cost effective manner. Whether you are seeking to establish an on-going relationship with an advisor you can trust, or simply require a second opinion or one-time planning engagement, Table Rock Financial Planning will provide competent, independent advice.

Additional Information

Rick Boss is a CERTIFIED FINANCIAL PLANNER™ professional.

Rick’s educational qualifications include a Masters of Business Administration with a Finance specialization from the University of California, Berkeley. He received his undergraduate degree from the University of California, Santa Barbara with dual majors in Economics and Environmental Studies. Most recently, he completed the Executive Program for Financial Planning Certification at the University of Georgia.

Rick is a member of the Garrett Planning Network, an international network of independent, fee-only financial planners. Members of the Garrett Planning Network are dedicated to providing access to quality advice regardless of the clients’ incomes, investable assets, or whether the advice is part of a one-time consultation or ongoing financial management relationship.