Richard Alphonso
Senior Vice President, Financial Advisor
AEP®, CPA/PFS, JD, M.S.T., CGMA®
Contact Richard
Team Office
Richard’s Locations
Houston, TX 77056 (713) 627-7660
About Richard
Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024.
Rick is a former president and current member of the Board of Directors for the American Academy of Attorney-Certified Public Accountants (AAA-CPA) and is actively involved in its §501(c)(3) foundation. He is also a member of the prestigious Ed Slott, CPA Elite IRA Advisor Group.
Rick is married to his childhood sweetheart, Connie, and they have a daughter, Renee. Outside of finance, he enjoys his time outdoors jogging, racing cars, and watching sports. He loves music of all varieties.
Education
- JD - Law, Tulane University Law School
- MS - Accounting (Taxation), University of New Orleans
- BS - Accounting, University of New Orleans
What we’re thinking about
Working Past 65? How to Avoid Costly Medicare Mistakes
Newsroom and Resources
View All2025 Third Quarter Review of the Markets
Q2 Market Update
Q1 2024 Review of the Markets
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Our advisory teams work best with households that have $500,000 or more in investable assets.
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