Richard F. Samara, CFP®

I have always believed in making a meaningful difference in people's lives. Life's unexpected turns often require important decisions, and we're here to simplify those moments for you.

I have over 40 years’ experience in the financial services industry. I hold multiple securities licenses with LPL Financial, including FINRA Series 7, 63, 24, and 65. I have also been a Certified Financial Planner® for over 25 years and am a fiduciary.

As part of a multigenerational practice, I focus on creating, implementing, and monitoring financial plans designed to serve individuals and their families for generations. My priority is helping clients navigate important decisions with clarity and confidence.

I live in Madison, NJ with my wife Kim. Together we have three sons—Bobby, Nicky, and Alex—who all share a passion for financial services.

Outside of work, I enjoy exercising, golf, barbeques, reading, and spending quality time with family.