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).