A founding principal of Krim Associates, Richard has helped to establish the firm's reputation for excellence in providing planning services for estate and wealth preservation and distribution, insurance analysis, asset management and business transfer. He specializes in working with closely held businesses, top executives and successful professionals.
As a financial planner, Richard has 30-plus years of experience as Regional Vice-President of a multinational financial conglomerate, also having served as a chairman of their Advisors Management Committee. He has earned an advanced designation in insurance(CLU) and financial planning (Chartered Financial Consultant) and has been endorsed by a number of national and regional industry associations to provide estate and business planning for their memberships. He is regularly published in professional and trade journals and is called on to conduct seminars and workshops.
After hours, Richard enjoys traveling, golf, and spending time with his family.