Richard Gagliano

I'm an energetic financial planner who believes sound planning should be as dynamic as the people it serves. By day I guide business owners, retirees, and company executives through tax-savvy investment and retirement strategies; at dawn I'm in the gym, and on the weekends you'll find me chasing birdies on the golf course.

Every relationship starts with a customized, personal financial plan - a living roadmap that aligns cash flow, investments, taxes, and legacy goals with the life my clients want to lead. From there I track progress, adjust for new realities, and educate each person along the way, so they feel confident and in control at every turn.

Away from the office I am cooking in the kitchen, listening to economic-history podcast, and chasing the perfect espresso shot. If that mix of rigor, creativity, and relentless curiosity sounds like your kind of partnership, let's connect.