Rick joined MONECO in 2022. He was the president and founding member of Acorn Consulting Services, An Independent Registered Investment Advisory firm established in 1995. A dedicated financial services professional for over 45 years, Rick holds two professional designations, Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®). He is a career long member of the of The Society of Financial Services Professionals and served as a former president of the Northern New Jersey Chapter.
Rick earned his undergraduate degree from Buffalo State College, followed by a master's degree in financial services from The American College where he was awarded graduate certificates in estate planning and taxation and financial asset management. Rick regularly attends top-level symposiums and workshops to stay current with advanced financial, estate and business planning techniques.
Rick has authored numerous articles on investments and personal finance.
Rick believes in family and supporting the community. He and his wife, Gail live in Harrington Park in Bergen County, NJ. Where they raised their three children. He is a former member of the finance committee at Immaculate Conception Church, where he currently serves as Eucharistic Minister. He is a member of Old Tappan Golf Course, where he was the handicap chairman for 15 years. Additionally, Rick recently served as secretary of the Finance Advisory Committee for the Board of Directors at Heritage Bay Golf & Country Club Naples, Fl., where he and his wife Gail reside during the winter months.
Get to Know Rick...
Favorite part about working at Moneco: Being part of a multi generational financial planning firm
Favorite thing to do outside of work: Golf, travel, family vacations, gourmet dining, listening to the great American songbook, bird watching & billiards
What I enjoy most about what I do: Helping clients resolve their most challenging financial questions and guiding them through life's transitions
Biggest challenge: Adapting all of the new financial planning systems into our practice
Favorite:
Vacation: Rome & The Amalfi Coast
TV Show: Billions
Music: Contemporary Jazz
Sports Team: NY Yankees, St Louis Cardinals