Rlb Wealth Planning
Annuities & Retirement Insurance Plans
1325 Franklin Ave Ste 235, Garden City, NY 11530
- Mon - Fri
9:00 am - 5:00 pm
Primary Phone: (516) 741-1431
Phone: (516) 741-1431
Fax: (516) 741-4645
General InfoRichard Bergen's experience in personal financial planning has earned him recognition throughout the Long Island financial services community. Rich began his financial services career in 1980, after graduating from Hofstra University with an M.B.A. degree in accounting. He received his Certified Public Accountant (CPA) designation in 1983 and his Certified Financial Planner© (CFP) designation from Adelphi University in 1984. After several years' work experience in both the public and corporate accounting sectors, Rich decided to devote his full-time energies to financial planning. Rich is an active member of several professional organizations including the Financial Planning Association (FPA), where he has served as President and Chairman of the Board of the Long Island Chapter. Additionally, he is the Chairman of the FPA's Pro Bono Program, designed to provide free financial services to the needy. Rich holds licenses in both life and health insurance, and is a registered securities principal with Cadaret, Grant and Company. He is a frequent public speaker on various financial topics and has been an associate instructor of financial planning at Adelphia University. In November 1998 Rich was honored with the Howard Black Memorial Award for "Achievement and Excellence in Financial Planning," presented by the International Association for Financial Planners, Long Island Chapter. Rich lives with his wife of 28 years, along with their two children in Bellmore, New York.
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