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Specialties
Rich is the Principal at Green Financial Strategies Group.
He started his career in the financial services industry in 2009. He excels at understanding his clients' complex goals and desires and is passionate about creating comprehensive financial solutions that address their overall needs. Rich spends most of his time in protection planning, retirement planning, wealth management, and estate planning. Clients engage Green Financial Strategies Group to implement a balanced approach to personal accumulation and income, combining time-tested principles of risk management with sensible strategies for long-term tax reduction that can increase clients' net spendable income in retirement. Rich is an Investment Advisor with Eagle Strategies LLC. A Fee-based Registered Investment Adviser. With this resource, Rich can use a comprehensive platform and support team of advanced planning professionals to help meet his clients' holistic planning needs. Rich received a bachelor’s degree from the University of Nevada and holds a Chartered Life Underwriter (CLU®) and Life Underwriter Training Council Fellow (LUTCF®) designations from the American College, Bryn Mawr, Pennsylvania. He is a Qualifying Member of the Million Dollar Round Table, a member of the National Association of Insurance and Financial Advisors and is a recipient of their NAIFA Quality Award. Rich is also a member of the Estate Planning Council of Northern Nevada. Rich holds FINRA Series 7, 66, 63, and 6 licenses and is also a licensed insurance professional. Rich is very active in his community and has served as a board member on numerous charitable and civic foundations. Rich is an outdoor enthusiast and enjoys spending time with his family at Lake Tahoe and beautiful surrounding regions within the Sierra’s. Rich was raised in Colorado but relocated to Northern Nevada in 1992 and currently resides in Reno with his wife, Gina, and three children, Carmella, Joey, and Rocco.
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Always free for clients.
CLU, LUTCF, FSCP
Chartered Designations
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