For the past 35 years, Richard Happle, CFP, has been helping clients through the Accumulation, Income and Distribution phase of their lives.
As a Steward of Family Capital, Rick has experienced many economic cycles, resulting in a depth of knowledge that exceeds most advisors. During most of his 29 year tenure at Raymond James, he was a member of Corporate Executive Services, an elite advisor team trusted to advise corporate executives affiliated with the firms most valued corporate accounts.
Rick believes in perpetual education and today is working towards becoming a Certified Financial Transitionist. Having mastered the technical skill-sets of Financial Planning, this is the study of the human side of financial transitions that typically occur at Retirement, Widowhood, receiving an Inheritance or Selling a Business.
Be sure to introduce yourself to Rick the next time you visit the office!