Richard R. Applegate,
CFP®, AIFA®, CPFA, ChFC®, CLU®, MST
Senior Financial Advisor and Managing Director of DBR Fiduciary Plan Solutions / email@example.com
As a Senior Financial Advisor, Rick advises individual clients on their personal investments and financial planning needs. Rick is also responsible as the Managing Director of DBR Fiduciary Plan Solutions for driving the firm’s rapidly growing Qualified Retirement Plan practice of over 85 plans.
He has helped clients since 1975 toward their goals of accumulating and preserving wealth. Nationally recognized in the field of financial planning and asset management, Rick has been a frequent contributor to CNBC, CNN, Bloomberg TV and other local networks. He was also heard each weekday morning for several years in the Pittsburgh area on Newsradio 1020 KDKA during his radio segment, “MoneyTalk."
Rick is a designated CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary Analyst™, Certified Plan Fiduciary Adviser, Chartered Financial Consultant®, Chartered Life Underwriter®, and holds Series 6, 7, 63, and 65 Securities licenses. He has also earned a Masters in Taxation from Robert Morris University and has taught classes at the Duquesne University School of Leadership for their Certified Financial Planning program. Besides helping clients with personal and business financial planning, he also conducts seminars for corporate employees on general investment and retirement planning issues. Member of the Financial Planning Association, the National Association of Plan Advisors, and the American Society of Pension Professionals and Actuaries.
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