CFP®, Series 65 Advisory Registrations†
Richard Feldman has over 15 years of experience in the financial services industry. He joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Richard brings a wealth of experience in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading, and client advice.
He is a graduate from the University of Miami where he received his Bachelor’s Degree in Business Administration with an emphasis on Accounting. He holds an MBA from the University of Rhode Island.
On his off time, Richard enjoys spending time with his family, golfing, and boating.
- BA - Business Administration, University of Miami
- MBA - University of Rhode Island
- CERTIFIED FINANCIAL PLANNER™ Professional
Richard serves clients at our Miami, FL office.
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† Series 65 advisory registrations are held with Wealth Enhancement Advisory Services