Richard Manske (BBA, CFP®)

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

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial planning is best implemented as a process and not a product.  We combine under one fee structure asset management and financial planning.  We specialize in working with retirees and medical/dental professionals.  We custody client assets at Charles Schwab and Fidelity Investments. 
Parsec Financial assists trustees of ERISA retirement plans.  Our expertise focuses on procedural prudence to best minimize Fiduciary Liability.   

Additional Information

Parsec Financial is a shareholder member firm of National Advisors Trust.  We offer wealth management services to trustees and beneficiaries or irrevocable trust agreements and National Advisors Trust serves as administrative trustee. 

NAPFA Start Date

January 01, 2004


This Office

227 W Trade St Ste 1840 Charlotte, NC 28202-1689 Phone: (704) 334-0894

Other Offices

140B SW Broad St Southern Pines, NC 28387-5405 Phone: (910) 684-8054
6 Wall St Asheville, NC 28801-2710 Phone: (828) 255-0271