Richard B. Freeman, CFP®

Principal

Westfield

Client Advisory

Biography

Richard B. Freeman is a Principal in the New York office and has over 30 years of experience working with high-net-worth individuals in a wide variety of disciplines. He focuses on financial planning for clients from the baby-boom generation to ensure that they meet their financial goals throughout retirement.

Prior to joining Cerity Partners, Rich served as a Senior Director, Wealth Advisor at Round Table Wealth Management, where he was also a member of the firm’s Investment Committee. Before joining Round Table, he held positions with several private banks, a Big Four accounting firm and a large insurance company.

Education

  • B.A. from the University of Pennsylvania
  • MBA from the University of Chicago

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Published author in Trusts & Estates magazine and the New York State Society of CPAs journal and quoted in the New York Times and Wall Street Journal
  • Active member of Fairfield County’s Community Foundation
  • Former board member of Norwalk Grassroots Tennis and Education, an organization that helps under-resourced children
  • Former president of the Estate Planning Council of Lower Fairfield County

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.