Possessing over twenty-five years in Financial Planning, Richard Engel brings a wide breadth of knowledge in developing successful strategic solutions from executive level applications to comprehensive financial plans for retirement, estate and wealth accumulation goals, as well as defensive measures to preserve wealth. Richard has served as a trusted advisor and as a subject matter expert, both to organizations and to individuals. Richard's approach has always been collaborative, focusing on iteratively developing goal-based planning solutions that can adapt to changing circumstances. Richard has a BS from the University of Colorado in Finance and Accounting, and an MBA from Santa Clara. In addition to his CFP, Richard is a CPA and has a Series 7. He lives in Denver with his life partner, Linda, and stepdaughter Sara.