Rich Flora
Director Ejecutivo en Key Client Fiduciary Advisors LLC .
Perfil
Mr. Richard A.
Flora is a Founding Partner at Key Client Fiduciary Advisors LLC.
He has over 34 years experience in the financial services industry and extensive experience in advising individuals and business owners in all aspects of portfolio management He offers a holistic approach to saving and investment for retirement, education, insurance and estate planning needs.
He graduated from Seton Hall University in 1981 with a degree in Business Administration with a concentration in Marketing.
Cargos activos de Rich Flora
| Empresas | Cargo | Inicio |
|---|---|---|
Key Client Fiduciary Advisors LLC
 Key Client Fiduciary Advisors LLC Investment ManagersFinance Key Client Fiduciary Advisors LLC (KCFA) is an independent registered investment advisor headquartered in Fairfield, New Jersey. The firm was founded by Richard A. Flora in 2018. KCFA offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and business entities. | Director Ejecutivo | 01/01/2018 |
Formación de Rich Flora.
| Seton Hall University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Key Client Fiduciary Advisors LLC
Key Client Fiduciary Advisors LLC Investment ManagersFinance Key Client Fiduciary Advisors LLC (KCFA) is an independent registered investment advisor headquartered in Fairfield, New Jersey. The firm was founded by Richard A. Flora in 2018. KCFA offers a variety of advisory services, which include financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations and business entities. | Finance |
- Bolsa de valores
- Insiders
- Rich Flora
