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
- 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
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