Richard | Operations Analyst | Salient Wealth Planning CA

Richard Vertucci CRPC™

Investment Operations Analyst, Financial Advisor
858-768-0096

5 Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of Focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Investment Management
  • Insurance

Qualifications

  • Series 7 License
  • Series 66 License

Education

  • Bachelor's Degree in Communication Arts from St. John's University