Ricardo Gerarduzzi

“I want my clients to know that they can count on me to listen to their needs and understand their evolving circumstances. This allows me to provide timely advice to pave the way and help them achieve their goals.”

Ricardo’s strengths are his commitment, diligence and patience. As a lifelong learner, he is actively working on his Personal Financial Planner - PFP® designation, and plans to complete his Certified Financial Planner - CFP® designation thereafter.

Ricardo is focused on helping clients with their needs - simplifying complex financial situations to help them learn, grow, and succeed. He prides himself on proactive advice, and letting his clients know when there is an opportunity that might be of interest to them.

Learn more about the value of working with a financial advisor.