Richard DeFluri, CIMC, RFC, AIF®

Founder of Abundance and architect of Six Steps of Wealth Wisdom, a holistic method of serving his clients, Richard DeFluri is knowledgeable in the areas of:

• Estate planning
• Asset protection
• Wealth management

Richard is a nationally respected financial services leader, connected to a vast network of individuals and organizations. He has presented seminars on asset allocation, security selection protocol, hedge fund analysis, and sophisticated estate and asset protection planning techniques. Richard is a member of several professional and philanthropic organizations, and is the author or contributing author of several books.

• B.S. in business administration from The Pennsylvania State University
• Accredited Investment Fiduciary®
• Certified Investment Management Consultant (CIMC)
• Registered Financial Consultant (RFC)
• Life, accident, and health insurance licensed
• Admitted into the NFL Players Association Financial Advisors Program as a Registered NFL Players Association Financial Advisor

MEMBERSHIPS

• Financial Planning Association
• National Association of Life Underwriters
• Association for Advanced Life Underwriters
• The Professional Business and Financial Network