Richard C. Decker, CIMA®, has been in the financial industry for over 18 years. His career began in Danbury, CT, where he worked as a financial advisor at a major brokerage firm. After a few years, Richard took an opportunity with a local bank and became Vice President, Financial Advisor in the Financial Services department. He is also a Certified Investment Management Analyst® and holds Series 7 and 63 registrations held with LPL Financial and his NY State Insurance License.
Richard works closely with individuals and small business owners, assisting them with preserving their wealth, providing income strategies through retirement, planning for the next generation, all while working in the most tax-efficient manner possible. He then helps create a tailor-made approach based on those particular needs and preferences. Once implemented, clients find confidence knowing that their portfolios are continuously monitored to ensure that they are on track to pursue their goals.
Richard embraces the core values fundamental to success in the financial services industry by being transparent and truthful in client communications while adhering to a high standard of service. The notion that the client’s needs are always the primary concern.
Born and raised in Poughkeepsie, Richard is a graduate from SUNY New Paltz with a Bachelor of Science in Business Administration, cum laude. Outside of work, he enjoys spending time with his wife, daughter, and two sons. He can also be found playing golf, traveling, and coaching youth, baseball, and basketball.