Richard Gerepka, CFP®
Managing Director, Financial Advisor
“As well as working with clients, I enjoy working with and mentoring younger representatives.”
Licenses:
- Certified Financial Planner Practitioner (CFP)
- Series 24, General Securities Principal
- Series 7, General Securities Representative
- Series 51, Municipal Fund Securities Principal
- Series 52, Municipal Securities Representative
- Series 63
- Life and Health
Professional:
Rich graduated from New York University in 1983 with a Bachelor of Science in Finance and Marketing. After a brief stint in the management training program with Hyatt Hotels, he joined IDS Financial Services/American Express (now Ameriprise Financial) in 1987 in Deerfield Beach, FL. He attained his Certified Financial Planner designation in 1991. He became an independent advisor in 1992, and became a Registered Principal in 1995. His career now spans 40 years.
Personal:
Rich enjoys cooking with family and friends and trying new cuisines. His interests include golf, fishing and motorsports. He is an avid traveler along with his wife, Josy. They are active members at Mounts Botanical Garden and John Macarthur State Park.