CoverProfile

Richard Coles

Certified Divorce Financial Analyst, Certified Financial Planner, Sr. Advisor

D Scott Neal Inc

United States, Kentucky, Lexington

About Me

A Certified Financial Planner and Certified Divorce Financial Planner, RIchard helps construct and assist with the implementation of personal financial plans. Born and educated in England, he is a firm believer in demonstrating competence in all areas of financial advice rather than specializing in any particular niche. He is a member of the Financial Planning Association.

Profile Information

Certified Divorce Financial Analyst, Certified Financial Planner, Sr. Advisor

D Scott Neal Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lexington

Kentucky

United States

Sep 6, 2024

More profiles to browse

Profile Photo
Scott Neal
President, CEO, Principal Owner
JZ
Jerry Zimmerer
Vice President, Chief Compliance Officer and Sr. Advisor

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial