Dwight Rich, RSSA®, CFP®
Rich Wealth Management, LLC
9850 Von Allmen Ct Ste 201
Louisville, KY 40241, US
502-398-6850
Website
Dwight is a Registered Social Security Analyst, Certified Financial Planner®, and Fiduciary. He earned a CFP® designation from the Certified Financial Planner Board of Standards in 2007 and has over 25 years of financial industry experience. He is the President/Owner of Rich Wealth Management, LLC and has previously worked with institutions such as Bank of America, Merrill Lynch, and PaineWebber. The focus of Dwight’s practice is on retirement planning and investment management. The scope of services include: retirement planning, estate planning, insurance, education planning, liability management, tax planning, and fiduciary investment management. Dwight carries the series 7, 9,10, 63, and 66 securities registrations. He holds a BSBA in Finance from the University of Louisville.
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