Richard Colacino is a Certified Financial Planner and an Investment Advisor Representative. He began his career as a financial advisor after eight years of trading securities for an institutional clientele at CIBC World Markets/Oppenheimer & Co and Morgan Stanley. Eager for a new challenge and hoping for a more fulfilling endeavor, Richard turned his focus to individual finance and joined Joseph Colacino Tax Partners in 2002. He received his certificate in financial planning from New York University’s School of Continuing and Professional Studies in 2003, where he also taught a semester of Income Tax Planning in the summer of 2005.
Richard established RC Financial Planning with the intention of utilizing his extensive financial markets experience to help individual investors realize their financial goals. His experience in personal finance, particularly retirement planning, investment management, insurance and personal income tax allows him to offer a comprehensive financial experience. Richard is a registered representative offering securities with Royal Alliance Associates.