We’re dedicated to your financial well-being and to helping you achieve your financial goals.
Hear from our founder and how Barnum was transformed into what it is today.
Meet our leadership team and learn how they’re dedicated to achieving Barnum’s mission.
We’re dedicated to creating a culture of belonging, respect, and opportunity for all.
We’re committed to making a difference in the communities in which we work and live.
A complete list of every financial representative working with Barnum Financial Group
We’re proud to be recognized for our commitment to our clients and their financial success.
Many national and local media outlets have leveraged our knowledge and thought leadership.
Managing risks that could compromise your financial goals is vital.
Growing your wealth strategically is key to achieving goals like a happy retirement. Planning for your future includes carefully considering your investment options.
Every major financial decision you make impacts your retirement.
Switching jobs comes with a long to-do list that requires important financial decisions.
Legacy planning is more than just leaving money behind.
Considering the tax implications of individual, investment, or business decisions can help you pay less to the government.
A good education provides more than just a diploma or a degree; it’s the foundation of a solid future.
Providing your loved ones with the best possible quality of life requires patience, coordination, and careful planning.
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To thrive in the marketplace, you need more than just a strong work ethic and a great product or service.
Your employees are the backbone of your business. Show them you’re invested in their health and future with a competitive benefits program.
We offer educational opportunities to help you maximize financial opportunities and overcome financial challenges.
We have the knowledge and resources to assist you in every step of your financial journey.
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Access our blog offering relevant, useful, and educational content.
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Check out our many financial educational events designed with you and your employees in mind.
AR Insurance License #14643910
CA Insurance Lic#4061339
As a Financial Planner, Richard services the financial needs of individuals, families, and businesses while seeking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help them achieve them.
This starts with helping them become clear in their objectives by identifying and prioritizing what matters most and understanding what’s possible.
His disciplined approach integrates: Current Financial Position; Protection Planning; Investment Planning; Retirement Planning; Tax Planning; and Estate Planning.
When the initial analysis is complete, Richard can identify solutions for specific needs or build and implement a financial plan that can help put his clients in the best position to succeed. With the highest level of integrity, Richard has built his practice organically over the last decade, consistently adding new clients who are referred to him by people who feel that the advice and guidance he provides is of genuine value to them.
Richard has been in the financials services industry since 2009. He graduated from Quinnipiac University with a Bachelor of Science degree in financial management. He’s been awarded and named to a multitude of awards including NAIFA’s 40 under 40 list in 2017, Connecticut Magazine’s 2017 Five Star Wealth Manager Award*, as well as achieving MassMutual’s Blue Chip Council in 2018 & 2019, and Leaders Conference in 2020.
He is an active member of the Barnum Foundation for Life’s Board of Directors, which is a 501(c)(3) non-profit organization built to help underserved children in the community. He is also very active with the Quinnipiac University Alumni Association (#GoBobcats). In his spare time, he enjoys sports, running, & spending time with family and friends.
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*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.
Richard is licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.
Check the background of this investment professional on FINRA’s BrokerCheck
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