Richard Feldman, MBA, CFP®,
Coconut Grove, Florida Financial Planner
Richard J. Feldman, MBA, CFP®, AIF®, brings a wealth of experience to Investor Solutions in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading and client advice with three financial planning firms prior to joining Investor Solutions eight years ago.
Richard is a graduate from the University of Miami where he received his bachelor’s degree in business administration with an emphasis in accounting. He holds an MBA from the University of Rhode Island.
Richard also completed a comprehensive two year Financial Planning Curriculum through Florida Gulf Coast University and is a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner, Accredited Investment Fiduciary (AIF®), and a member of Investor Solutions’ Investment Committee. He has over thirteen years of experience in the financial services industry and holds Series 63 License with the NASD. Richard is ranked as a Five Star Advisor by the Paladin Registry.
Richard is a frequent contributor of financial articles to websites and newsletters such as The Miami Herald, The Sun-Sentinel, Yahoo! Finance, Investopedia.com, AccountantsWorld.com, Morningstar, and Investor Solutions’ own The Informed Investor newsletter.
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