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Biography and Professional History

Richard has over 30 years of experience in the financial services industry and has written extensively on a broad range of financial and investment topics. He is a contributor to many online publications, including Investopedia and Forbes, and his weekly personal finance columns appear on the websites of more than 100 community and regional banks. Richard has also edited or ghostwritten more than a dozen books.

Expertise

  • finance
  • investing
  • wealth management

Achievements and Education

With over 30 years in the financial services industry as an advisor, a managing director, director of training and marketing, and currently a consultant to the industry, Richard has written extensively on a broad range of financial, investing, and wealth management topics. Presently, he is the owner of RT Best Consulting in California.

His writings can be found in many leading financial publications such as Seeking Alpha, Investopedia, Kiplinger, and Forbes. His clients include a network of regional banks, third-party marketing organizations, and financial advisory firms. On behalf of financial advisors and financial marketing organizations, Richard has edited or ghostwritten more than a dozen books, including Webvisor, Wealth Exposed, and 5 Steps for Selecting the Best Financial Advisor.

Richard also cooperates with advisors and insurance firms, helping them develop training and marketing programs.

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