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Rich Flora
Directeur Général chez
Key Client Fiduciary Advisors LLC
Profil
Mr. Richard A. Flora is a Founding Partner at Key Client Fiduciary Advisors LLC.
He has over 34 years experience in the financial services industry and extensive experience in advising individuals and business owners in all aspects of portfolio management He offers a holistic approach to saving and investment for retirement, education, insurance and estate planning needs.
He graduated from Seton Hall University in 1981 with a degree in Business Administration with a concentration in Marketing.
Postes actifs de Rich Flora
| Sociétés | Poste | Début |
|---|---|---|
Key Client Fiduciary Advisors LLC
 Key Client Fiduciary Advisors LLC Investment ManagersFinance KCFA utilizes fundamental analysis for its investment management services. The firm tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. They utilize research from many of the top firms and can provide their clients with access to individual stocks and bonds as well as investments from a wide array of money management, mutual fund, annuity, and insurance providers. | Directeur Général | 01/01/2018 |
Formation de Rich Flora
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
43
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Seton Hall University
 Seton Hall University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Key Client Fiduciary Advisors LLC
Key Client Fiduciary Advisors LLC Investment ManagersFinance KCFA utilizes fundamental analysis for its investment management services. The firm tailors its advisory services to meet the needs of its individual clients and seeks to ensure, on a continuous basis, that client portfolios are managed in a manner consistent with those needs and objectives. They utilize research from many of the top firms and can provide their clients with access to individual stocks and bonds as well as investments from a wide array of money management, mutual fund, annuity, and insurance providers. | Finance |
