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
