Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS

President

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Richard Suder, CFA, CFP®, ChFC, CLU, CRPS, AAMS, MBA, MS 
President


 

Richard Suder

 

 

 

 

 

 

 

 

 

 

 

Richard Suder has a scientist background, a MBA degree, and over 5 years of professional experience.  He also holds various prestigious professional designations in the financial planning field including Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Retirement Plan Specialist (CRPS®), and Accredited Asset Management Specialist (AAMS®).  Richard passed 3 levels of CFA exams and other designation exams all on first attempts. Richard is also a member of CFA Institute, Boston Security Analysts Society (BSAS), and Hartford CFA Society.

 

Richard currently holds his series 7, 24, 63, and 66 securities registrations and is life and health insurance licensed. Richard is a LPL Registered Principal and an Investment Advisor Representative (IAR).

 

Richard has been married for 13 years to Mei and has 2 lovely children: Auri, Boy, 3 years old; Elan, Girl, 9 years old. Richard and his family currently reside in Newton, MA.

 

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Happiness is a journey, not a destination.

 

"Sing like nobody's listening,   Live like it's Heaven on Earth,   Work like you don't need money,
  Love like you've never been hurt,   And dance like no one's watching."

 

- Crystal Boyd