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Richard R. Applegate

CFP®, AIFA®, CPFA®, ChFC®, CLU®, MST

Senior Financial Advisor
rapplegate@dbroot.com(opens in new window)

Richard is responsible for advising the retirement plan clients of Fiduciary Plan Solutions and select institutional and individual clients of DBR & CO. In addition to client advisory, Richard is responsible for the growth of DBR & CO’s retirement plan, institutional advisory, and individual advisory services across the country.

Prior to joining DBR, Richard founded and operated R. Applegate Associates, an independent, fee-based Registered Investment Advisor in Pittsburgh, PA. He also was a partner and senior officer of a national investment company. Richard has been a frequent contributor to the national media including CNBC, Bloomberg, CNN, and hosted MoneyTalk on KDKA Radio for over 19 years. He joined the industry in 1975.

Richard is a member of the National Association of Plan Advisors, Financial Planning Association, and the American Society of Pension Professionals and Actuaries. He enjoys spending as much time as he can with his wife, children, and grandkids, and is an avid gardener, reader, and meditator. He has also performed in major motion pictures, such as "She's Out of My League" and Neflix's "The Chair." Richard enjoys spending time with his wife, Alice, and his Sheltie, Sky.

Education

Richard earned a Bachelor of Science from the University of Pittsburgh and a Master's of Science in Taxation from Robert Morris University.

He is a designated CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary Analyst®, Certified Plan Fiduciary Adviser, Chartered Financial Consultant®, and Chartered Life Underwriter®.