Mariner Wealth Advisors
Rich focuses on client service, financial planning and tax consulting services. A veteran tax specialist and personal financial planner, he combines a broad understanding of U.S. tax laws, including income and estate tax strategies, with knowledge of the financial markets.
Previously, he was a manager in the Private Client Service division of Arthur Andersen. His primary role included the management of high-net-worth clients within the personal financial planning practice, working closely with wealthy individuals to help them mitigate income taxes and enhance their wealth.
He has an MBA from New York University’s Stern School of Business and a bachelor’s degree from the University of Vermont. He is a member of the American Institute of Certified Public Accountants, the New York State Society of CPAs and the Financial Planning Association.
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Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.