Rick Alphonso

Vorstandsvorsitzender bei The Financial Advisory Group LLC

Consumer Services

Finance

Profil

Mr. Richard J.
Alphonso, CPA, is a Chairman & Chief Executive Officer at The Financial Advisory Group LLC.
He has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting.
He is the Past- President and current member of the Board of Directors of the American Academy of Attorney-Certified Public Accountants.
He holds a Bachelor’s Degree in Accounting and a Master’s Degree in Taxation from the University of New Orleans, as well as a Juris Doctor from Tulane University School of Law.
He is a certified public accountant and an attorney as well as a Personal Financial Specialist and an Accredited Estate Planner designee.

Aktive Positionen von Rick Alphonso

Unternehmen	Position	Beginn
The Financial Advisory Group LLC The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations.	Vorstandsvorsitzender	01.05.1997
American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA.	Direktor/Vorstandsmitglied	-

Alle aktiven Positionen von Rick Alphonso

Ausbildung von Rick Alphonso

University of New Orleans	Graduate Degree
Tulane University (Louisiana)	Graduate Degree

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Private Unternehmen	2
The Financial Advisory Group LLC The Financial Advisory Group LLC Investment ManagersFinance The Financial Advisory Group LLC (Financial Advisory Group) is a SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was originally founded by Steven Estrin and Paul Anthes in 1997 as a corporation, then executed a conversion in December 2022 to become a limited liability company. They were acquired by Wealth Enhancement Group LLC in 2024. Financial Advisory Group provides discretionary investment management services on a stand-alone fee-only basis to individuals, business entities, trusts, estates, pension plans, and charitable organizations.	Finance
American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants American Association of Attorney-Certified Public Accountants, Inc. protect the rights of qualified as both attorneys and certified public accountants and to advance the professions of law and accountancy. The company was founded in 1964 and is headquartered in Fairfax, VA.