"I approach my relationship with my clients not only as their advisor, but also as their strategic partner. Helping them manage their investments and finances allows them to spend more time focusing on what matters most to them in their lives."
Richard J. Anzelone, J.D., CRPC™, Managing Partner and Chief Compliance Officer, also serves as Senior Financial Advisor, providing investment advice and wealth management to clients. He holds a BS in Finance from Bryant University and a Juris Doctorate degree from Creighton University School of Law. Rick is a member of the Rhode Island Bar Association, holds the FINRA Series 66 license and RI, MA and NC Life and Health Insurance Producers Licenses.
Rick is a member of StrategicPoint’s Portfolio Management Committee, which directs the firm’s investment strategies. He started his career at Pratt and Whitney Aircraft Corporation in finance and later worked for Textron Financial Corporation in leveraged commercial equipment leasing. In 1993 he graduated from Creighton University law school and practiced law in Nebraska and Rhode Island in the areas of estate planning, business law and bankruptcy law prior to joining StrategicPoint in December of 1999.
Rick is a member of the Diocesan Accounting and Audit Advisory Committee, and serves as Chairman of the St. Pius School board. He lives with his wife, Jennifer, in Providence with their two children.
Insights from Richard J. Anzelone
Is It A Good Time To Refinance?
I get this question a lot from friends and clients: “Should I refinance my mortgage?” The answer is not always so simple. In...
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The Top 5 Cybersecurity Questions You Should Ask Your Financial Advisor
Cybersecurity in the News Many of us have become aware of serious data breaches over the last several years involving big companies such...
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Should I accept less money on the sale of my house with a cash offer?
With the current real estate market the way it is, more buyers are bidding on houses and some believe offering cash just might...
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Uninsured and Underinsured Automobile Insurance: Why the Extra Coverage Matters
I was at family camp recently and the topic of uninsured/underinsured coverage came up in conversation; in talking with other families, I was...
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Lease or Buy: Which is best for you?
It is that time of the year when the weather is nice and people think about buying a new car. I’ve had a...
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What is a Reverse Mortgage? Is it for Me?
I was watching television the other night and more than a few commercials were touting reverse mortgages. In fact, I have noticed over...
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