Rick Alphonso
Amministratore Delegato presso The Financial Advisory Group LLC
Profilo
Mr. Richard J.
Alphonso, CPA, is a Chairman & Chief Executive Officer at The Financial Advisory Group LLC.
He has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting.
He is the Past- President and current member of the Board of Directors of the American Academy of Attorney-Certified Public Accountants.
He holds a Bachelor’s Degree in Accounting and a Master’s Degree in Taxation from the University of New Orleans, as well as a Juris Doctor from Tulane University School of Law.
He is a certified public accountant and an attorney as well as a Personal Financial Specialist and an Accredited Estate Planner designee.
Posizioni attive di Rick Alphonso
Società | Posizione | Inizio |
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The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Amministratore Delegato | 01/05/1997 |
American Association of Attorney-Certified Public Accountants
American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA. | Direttore/Membro del Consiglio | - |
Formazione di Rick Alphonso
Tulane University (Louisiana) | Graduate Degree |
University of New Orleans | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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The Financial Advisory Group LLC
The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations. | Finance |
American Association of Attorney-Certified Public Accountants
American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA. |
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