Richard Feldman, CFP®, MBA
Managing Partner/Senior Financial Advisor
Richard J. Feldman, MBA, CFP®, brings a wealth of experience to Investor Solutions in advising clients on portfolio construction, risk management strategies, and retirement planning. His experience includes financial planning, trading, and client advice. He joined Investor Solutions in 2002.
Richard is a graduate from the University of Miami where he received his Bachelor’s Degree in Business Administration with an emphasis on Accounting. He holds an MBA from the University of Rhode Island.
Richard also completed a comprehensive two-year Financial Planning Curriculum through Florida Gulf Coast University and is a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner, and a member of Investor Solutions’ Investment Committee. He has over 15 years of experience in the financial services industry and holds Series 63 License with the NASD. Richard is ranked as a Five Star Advisor by the Paladin Registry.
Richard is a frequent contributor of financial articles to websites and newsletters such as The Miami Herald, The Sun-Sentinel, Yahoo! Finance, Investopedia.com, AccountantsWorld.com, Morningstar, and Investor Solutions’ own The Informed Investor newsletter.
On his off time, Richard enjoys spending time with his family, golfing, and boating.