As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK - CII) in addition to holding the IMC (CFA UK) and Series 65 (US - FINRA).
Richard Taylor
Founder & Chief Executive Officer
Plan First Wealth
United States, Connecticut, Greenwich
About Me
Profile Information
Founder & Chief Executive Officer
Plan First Wealth
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Greenwich
Connecticut
United States
Jan 15, 2025
Keylinks
More profiles to browse
Sandra Sigala
Director of Financial Planning
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation