Richard R. Applegate
AIFA®, CPFA®, ChFC®, CLU®, MST
AIFA®, CPFA®, ChFC®, CLU®, MST
As a consultant to DBR & CO, Rick Applegate contributes to the growth and expansion of the firm's services across the country. Before transitioning to a consulting role, Rick served as a Senior Financial Advisor to both retirement plan clients of Fiduciary Plan Solutions and select institutional and individual wealth management clients of DBR & CO.
Prior to joining DBR & CO, Rick founded and operated R. Applegate & Associates, an independent, fee-based Registered Investment Advisor in Pittsburgh, PA. He also served as a past partner and senior officer of a national investment company. Rick has been recognized as a frequent contributor to the national media including CNBC, BloombergTV, and CNNfn, and as the morning host of MoneyTalk on KDKA Radio for over 19 1/2 years. He began his extensive financial services career in 1975.
Rick is a member of the National Association of Plan Advisors, Financial Planning Association, and the American Society of Pension Professionals and Actuaries. As a member of the Screen Actor's Guild/AFTRA, he has been credited in numerous major motion picture and television productions, such as "She's Out of My League" for Paramount and Neflix's "The Chair." He enjoys spending as much time as he can with his wife Alice, children, and grandkids, and is an avid gardener, reader, and meditator.
Education
Rick 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 Accredited Investment Fiduciary Analyst®, Certified Plan Fiduciary Adviser, Chartered Financial Consultant®, and Chartered Life Underwriter®. Rick previously served as a practicing CERTIFIED FINANCIAL PLANNER™ professional for 33 years.