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
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