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)
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