Richard
Park III,
CDFA®, CES™, CIS™, CTS™, CAS®, CFS®
Wealth Advisor
CDFA®: Certified Divorce Financial Analyst® certification completed 12/28/2010 through the Institute for Divorce Financial Analysts™.
CFS®: Certified Fund Specialist® designation completed 6/10/2005 through the Institute of Business and Finance.
CAS®: Certified Annuity Specialist® designation completed 9/26/2006 through the Institute of Business and Finance.
CES™: Certified Estate and Trust Specialist™ designation completed 1/11/2010 through the Institute of Business and Finance.
CIS™: Certified Income Specialist™ designation completed 6/3/2014 through the Institute of Business and Finance.
CTS™: Certified Tax Specialist™ designation completed 3/21/2022 through the Institute of Business and Finance.
Richard began his finance career in 2002, building a strong foundation of expertise that has made him a trusted advisor to his clients. Over the years, he has earned several professional designations, empowering him to serve as a valuable resource and deliver a broad spectrum of services. Whether helping clients navigate retirement planning, optimize tax strategies, develop income solutions, or collaborate with attorneys on personalized estate plans, Richard is committed to supporting them at every stage of their financial journey. His dedication to ongoing education ensures that clients receive expert, tailored advice that meets their unique needs.
Outside of his career, Richard is a proud father to a 16-year-old son and 3-year-old identical twin daughters. He loves all things Japanese, especially the food. Proficient in Japanese, he primarily communicates with his twins in the language. An accomplished endurance athlete, Richard has completed numerous Spartan Races, including the full trifecta in a single weekend, as well as multiple 12+ hour military-themed endurance events. These challenges have shown him that he can surpass physical and mental limits he once thought impossible. Today, Richard is passionate about inspiring others to break through their own perceived boundaries—whether in fitness, finances, or life. He firmly believes that by pushing ourselves, we can achieve far more than we ever imagined.