Rich is the Senior Vice President of Bāzis Private Wealth, LLC. In his role, Rich is responsible for all service and support functions on behalf of the clients at Bāzis Private Wealth. Rich has been a part of Bāzis Private Wealth, LLC since 2014. Prior to the joining the firm, Rich spent over 25 years in the tech industry. During his time in the tech industry, Rich served four years in the United States Air Force as a Titan II Missile Electronics Equipment Specialist.
Rich holds the Certified Private Wealth Advisor® (CPWA®) designation.
Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth investors. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients, especially those with a minimum net worth of $5 million.
The CPWA curriculum gives advisors the information and skills they need to make a difference and confidently advise clients in this demanding segment. The CPWA program takes a holistic and multidisciplinary approach that includes a deep dive into sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.
Rich and his wife have four children, and four grandchildren. Together Rich and his wife enjoy gardening, fishing, traveling, and spending time with family and friends.