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Richard R. Applegate,

CFP®, AIFA®, CPFA, ChFC®, CLU®

Senior Financial Advisor and Managing Director of DBR Fiduciary Plan Solutions rapplegate@dbroot.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 is also heard each weekday morning 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.

Check the background of this investment professional on FINRA’s BrokerCheck

* Advisory HQ’s Top Ten advisors’ rankings are based on methodologies used by established financial news organizations and are highly focused on three pillars: total assets under management (AUM), firm size/quality, and the amount of revenue generated by an advisory firm. AdvisoryHQ’s Advisor Selection Methodology is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. The review and ranking articles are always 100% independently researched and written without the ranked Firms knowing they are being reviewed.

Where to find us:

MID-ATLANTIC REGION

 

436 Seventh Avenue, Suite 2800

Pittsburgh, PA 15219-1818

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Phone: 412.227.2800

Toll Free: 888.227.0913

Fax: 412.227.2805

GREAT LAKES REGION

 

811 Madison Ave, 7th Floor

Toledo, OH 43604

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Phone: 419.574.9399

Toll Free: 888.227.0913

Fax: 419.574.9356

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