Specialties
RLB Wealth Planning is committed to serving our clients in a manner that is respectful, transparent and effective. Our team of CFP® and CPA professionals has the insight, experience and know-how to guide you through the complexities of financial management and retirement planning.
History
Established in 2005.
Founded in 2005 by Richard L Bergen, RLB Wealth Planning, Inc is a Financial Planning practice that specializes in several different financial categories. For many it is a "one stop shop" for clients' financial needs, but also can be used for a wide variety of focused services.
Specialties : Investment and Retirement Planning, Risk Management, Estate Conservation, Financial Management, Investment Advisory Services, Fee-Based Services, 401K Rollover, College Planning, Mutual Funds and ETF: Exchange Traded Funds
Meet the Business Owner: Richard B.
Rich began his financial services career in 1980, after graduating from Hofstra University with an M.B.A. degree in accounting. He received his Certified Public Accountant (CPA) designation in 1983 and his Certified Financial Planner (CFP) designation from Adelphi University in 1984. After several years' work experience in both the public and corporate accounting sectors, Rich decided to devote his full-time energies to financial planning.
Rich is an active member of several professional organizations including the Financial Planning Association (FPA), where he has served as President and Chairman of the Board of the Long Island Chapter.
He is the Chairman of the FPA's Pro Bono Program, designed to provide free financial services to the needy. Rich holds licenses in both life and health insurance, and is a registered securities principal and investment advisory representative with Cadaret Grant and Company. He is a frequent public speaker on various financial topics and has been an