Richard D'Ambola, CSA, CLTC
Roxbury Township, New Jersey 07876
Holistic Fee Based Financial Planning
Specializing in Retirement Income Planning - Providing solutions for reliable and predictable inflation-adjusted income.
Investment Planning
Risk Management
Tax Planning
Estate Planning
After attending the County College of Morris majoring in Business Administration, Richard started his career in 1988 with a leading financial services company out of Boston. His commitment to excellence led him to his CSA designation as Certified Senior Advisor and CLTC from the corporation for Long-Term Care Certification. He has also received his Financial Planning Certification from the New Jersey College of General and Continuing Studies at Fairleigh Dickinson University.
Richard is a Registered Representative of CFD Investments and an Investment Advisor Representative with Creative Financial Designs. As such, holds the FINRA Series 6, 63 and 65 securities licenses. Richard is also a licensed insurance producer in NJ and multiple sates.
Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor, and securities are offered through CFD Investments, Inc., a Registered Broker-Dealer. Member FINRA & SIPC. 2704 South Goyer Rd. Kokomo, IN 46902 (765) 453-9600. Richard D'Ambola & Associates LLC is independent of the CFD Companies.
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