Rick Brown

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Professional

Richard N. Brown’s mission is to help people cultivate the financial wisdom necessary to achieve their goals. This mission is accomplished when:

  •  immediate client concerns are addressed;
  • vision and priority clarity is obtained;
  • a comprehensive long-term financial plan is drafted and agreed upon;
  • implementation is supported; and
  • a structure to review and monitor plan progress is in place.

 

Richard N. Brown has built his practice on trust and the following principles and values: operating with honesty, integrity and objectivity; providing high quality personal service; striving for constant improvement; choosing to simplify rather than complicate; and communicating effectively.

Education

  • Middlebury College: Bachelor of Arts in History.

Professional Designations and Certifications

  • Certified Financial Planner™ (CFP®) certification
  • Chartered Life Underwritere (CLU)
  • Chartered Advisor for Senior Living (CASL)