Richard Egan, CFP®, M.S.Chief Compliance Officer
Client Relations and Planning
Richard Egan, CFP®, M.S.
Rick holds a Master of Science degree in finance and applied economics from the University of California at Santa Cruz; and also holds the CERTIFIED FINANCIAL PLANNER™ certification. He works primarily with senior executives with particular emphasis on coordinating coverage under various company sponsored plans with the executive’s estate planning; and is responsible for the RA Bench XO web-based wealth management system.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements
