FII-Richard
CERTIFIED FINANCIAL PLANNER™ practitioner Richard is the founder of Quantis Wealth Management, an independent personal wealth management firm in McLean, Virginia, Richard has more than 25 years of experience in the financial services industry and specializes in counseling clients in the areas of retirement, investment, charitable, tax, and estate planning.
He was the past Trustee and Chair of the Investment Committee for the Loudoun Education Foundation, whichs is a 501c3 charity supporting and helping the Loudoun County, VA public school system to be one of the best in the country. He has served on the board since 2016-2020.
- Certified Financial Planner™ professional – CFP ®
- Certified Investment Management Analyst – CIMA®
- Certified Private Wealth Advisor – CPWA®
- Series 66 securities registrations, held through Commonwealth Financial Network®
- Life and health insurance licenses
- Member of the Financial Planning Association
- Member Investments and Wealth Institute
- BA University of Mary Washington
- Forbes Best-in-State Wealth Advisors, 2021, 2022
- Five Star Wealth Advisor, 2015-2019, 2022
Richard was raised in Northern Virginia and graduated from Mary Washington College. He played soccer at the collegiate level and earned his BA in Political Science and International Affairs. He also enjoys fishing, biking, volunteering, travel, and golf. He resides in Ashburn, VA with his wife Julie, and his two daughters Adeline (Addy) and Josephine (Josie).
2024 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2024 based on data gathered from June 2022 to June 2023. 23,876 were considered, 8,507 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.
2015 – 2019, 2022 Five Star Wealth Manager, creates by Five Star Professional. The 2022 award was presented 10/2022 based on data gathered within 12 months preceding the issue date. 2,597 advisors were considered, 159 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional .com.
