Advisor profile


My approach

Richard J Vogler - My approach photo

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Richard J Vogler - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bryant University, BSBA, Finance 1996

Interests

I am a lifelong Connecticut resident. I grew up in Canton and currently reside in Farmington with my wife and three children. We enjoy the outdoors and spend time walking our dog Lucy along the banks of the Farmington River. I am passionate about the community and currently serve as the Chairperson for the Farmington Public School Foundation. I enjoy reading about topics I am familiar and unfamiliar with.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2017

Professional associations

  • Financial Planning Association