Profil
Mr. Richard A. Flora is a Founding Partner at Key Client Fiduciary Advisors LLC.
He has over 34 years experience in the financial services industry and extensive experience in advising individuals and business owners in all aspects of portfolio management He offers a holistic approach to saving and investment for retirement, education, insurance and estate planning needs.
He graduated from Seton Hall University in 1981 with a degree in Business Administration with a concentration in Marketing.
Aktiva positioner av Rich Flora
| Företag | Position | Start |
|---|---|---|
Key Client Fiduciary Advisors LLC
Key Client Fiduciary Advisors LLC Investment ManagersFinance KCFA utilizes fundamental analysis for its investment management services. The firm tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. They utilize research from many of the top firms and can provide their clients with access to individual stocks and bonds as well as investments from a wide array of money management, mutual fund, annuity, and insurance providers. | Verkställande Direktör | 2018-01-01 |
Rich Floras utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
Första gradens relationer
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 2 |
|---|---|
Seton Hall University
Seton Hall University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Key Client Fiduciary Advisors LLC
Key Client Fiduciary Advisors LLC Investment ManagersFinance KCFA utilizes fundamental analysis for its investment management services. The firm tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. They utilize research from many of the top firms and can provide their clients with access to individual stocks and bonds as well as investments from a wide array of money management, mutual fund, annuity, and insurance providers. | Finance |
















