Richard Slater (BS, CFP®)


Richard Slater focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- AUM
- Baby Boomers
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
NAPFA Start Date
August 19, 2015