Professional Experience:
Richard is a vice president of Caturano and Company’s financial planning subsidiary, Caturano Wealth Management, LLC. He has 17 years of experience in providing corporate, trust, estate, not-for-profit, and individual tax compliance and consulting. He specializes in providing comprehensive personal financial planning and consulting, including personal income tax planning, cash flow management, education planning, retirement planning, and advising high net worth clients on risk management, investment allocation strategies, asset protection strategies and estate planning techniques.

Educational Background:
Bentley College: Master of Science degree in Taxation
Western New England College: Bachelor of Science degree in Business Administration
Specialty Designation: Certified Financial Planner (CFP)
Specialty Designation: Personal Financial Specialist (PFS)

Professional Memberships:
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Massachusetts Society of Certified Public Accountants Financial Planning Committee (Chair)
Financial Planning Association (FPA)
Boston Estate Planning Council