Richard Alphonso (BS, CPA/PFS, JD, MS)

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

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Tax Planning

Planning Specialties

Rick serves as the Chief Executive Officer of our firm and brings 25+ years of experience in such areas as personal financial and estate planning, investment management, tax services, corporate finance and business consulting. Rick holds a Bachelor’s Degree in Accounting and a Master’s Degree in Taxation from the University of New Orleans, as well as a Juris Doctor from Tulane University School of Law. Rick is a certified public accountant (CPA) and an attorney as well as a Personal Financial Specialist ("PFS") conferred by the American Institute of Certified Public Accountants ("AICPA"). He is the Past- President and current member of the Board of Directors of the American Academy of Attorney-Certified Public Accountants (AAA-CPA).

NAPFA Start Date

May 08, 1998


This Office

5599 San Felipe St Ste 900 Houston, TX 77056-2724 Phone: (713) 627-7660 Fax: (713) 627-9828