Rich Callaghan
Sr Partner Financial Advisor Equitable Advisors Ascendancy Financial Group at Equitable Advisors
Based in Warren, United States
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Seniority
Other
Department
Other
Location
Warren
Industry
Financial Services
Company size
4.3K
Contact information
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r•••••••@equitable.com
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Background
About Rich Callaghan
INTEGRATED INVESTMENTS' Rich Callaghan CFP® is a CERTIFIED FINANICAL PLANNER ™ professional with a MBA in Finance. Rich Callaghan's passion and specialization is to develop custom investment portfolios and financial planning solutions for his clients. Portfolios which are designed specifically to be integrated with his client's investment goals. Also, Mr. Callaghan CFP® designs client's investment portfolio's with the goal to not only maximize their 'upside' but, to also help protect against market 'downturns'. Mr. Callaghan CFP® currently holds FINRA licenses series 7, 24, 27, 53, 63 & 65 and is licensed as a Life and Health insurance producer in NJ & NY. Also, extensive experience with Bloomberg and Microsoft Office software. Beginner experience with Python. Rich Callaghan also manages the Gateway Regional Chamber of Commerce's 401 (k) Multiple Employer Aggregate Plan ( MEAP ) and Cash Balance plans with TransAmerica/TAG which assumed the personal liability of The Plan Administrators (TPA's).
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