Meet Richard
About Richard
Richard A. Matthews, CRPC®, CLTC®
Richard has been in the financial planning industry since 2005.
With the benefit of perspective from working in different capacities over the years, while mastering all the aspects of the role of wealth advisor from investment allocations, to tax planning, all the way to Medicare decisions. Matthews Wealth Management has been tailored to suit a client base that craves personalized recommendations and service, frequent face-to-face meetings, and transparent costs. Clients of Matthews Wealth Management appreciate Richard’s ability to explain things in simple terms and a few love to dive deep into the details.
Designations:
- Chartered Retirement Planning Counselor (CRPC)- 2007; from the College for Financial Planning
- Certification in Long Term Care (CLTC)- 2012; from the CLTC Board of Standards