Richard J. Kaser

Background

About Richard J. Kaser

In the early 1990s, I was fortunate to be recognized for excellence in executive financial planning and was appointed a charter member of the employee corporate services group at a major Wall Street firm. In this role, I worked closely with Fortune 500 companies to design and deliver their executive compensation plans and provide financial planning services to salaried employees across the country. As one of the founders and principals at KMG Fiduciary Partners, I work with our team to provide comprehensive wealth management and customized solutions to help individuals reach their financial goals in the most efficient way possible. After graduating from Miami University with a Bachelor of Science in Finance and Accounting, I went on to complete the Certified Investment Management Analyst program at the Wharton School at the University of Pennsylvania as well as the Certified Private Wealth Advisor program at the University of Chicago Booth School of Business. In addition, I am a Certified Financial Planner. I truly enjoy applying my passion for financial education to serve in the local community. My role as a mentor to high school students on global economic issues is particularly gratifying, as is spending time with my wife Missy and our three children.