Richard King

Richard’s passion lies in providing comprehensive financial planning for high-net-worth families, business owners, corporate executives, and family wealth transfer. His dedication to ensuring financial security and prosperity for his clients is unwavering. Richard has a strong foundation in Business Management. He earned his Bachelors of Science degree from West Point and went on to achieve the Certified Retirement Planning Counselor (CRPC) designation. His thirst for knowledge led him to complete his Certified Financial Planner (CFP) education at Rice University. Beyond the world of wealth management, Richard cherishes time spent with his wife and their two dogs and cats. His adventurous spirit finds expression in traveling and skydiving and while at home he enjoys DIY projects. Richard also makes a meaningful impact by volunteering at animal shelters, demonstrating his commitment to both financial well-being and community welfare.