Prior to forming Wealthmetrics, Rich was Vice President for Aviva USA for 5 years where he implemented and was responsible for the leadership of the CPA distribution channel, WealthStar Alliance® . Prior to joining Aviva USA, Rich was Chairman and CEO of Trusted Advisors – a financial services company that specialized in working with CPAs to integrate investment services into their practices.
Rich founded Trusted Advisors in 1989 and created a successful financial services organization that provided over 300 CPAs and tax professionals with access to a wide array of financial products and services to assist their client in creating customized financial solutions. These included: tax management, estate planning, capital accumulation and investments, and asset and income protection. Prior to founding Trusted Advisors, Rich worked for eleven years at KPMG – a leading global professional services firm.
Rich received his bachelor’s degree in business administration from Pace University in Pleasantville, New York. A Certified Public Accountant, he is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.