Biography
Richard is our Associate Advisor stationed in Manila, Philippines assisting our Investment Advisors in addressing the unique challenges faced by US-connected global individuals with their overseas financial matters.
In his capacity, Richard ensures prompt and effective communication between clients and the firm regarding their US retirement assets. He plays a crucial role in helping clients recognize the importance of managing their finances, particularly their US retirement accounts. Richard then connects them with the right advisor who can guide them through this intricate process. Within the firm, Richard takes charge of scheduling meetings between advisors and prospective clients. His proactive outreach includes phone calls and emails to engage with prospective clients, facilitating meaningful connections.
One of Richard's most fulfilling achievements is aiding individuals in attaining better control of their US retirement assets. He recognizes that managing US retirement accounts from afar can be challenging, and is dedicated to making this process more manageable. Outside of work, he relishes spending time with family, exploring the world through travel, indulging in music, and socializing with friends.
Career
Richard's extensive and diverse career background - having worked in customer service, recruitment and the executive offices serves him well as he reaches out to potential clients from different regions.
