Richard C. Caw, CFP, AIF - Vice President
 
Professional Designations:
  • Certified Financial Planner (CFP), Certified Financial Planner Board of Standards
  • Investment Advisor Representative (IAR), Ohio Division of Securities
  • Accredited Investment Fiduciary (AIF), fi360
Professional Memberships:
  • Investment Management Consultants Association (IMCA)
  • Columbus Estate Planning Council
  • National Association of Personal Financial Advisors (NAPFA)
Education:
  • University of Pittsburgh Katz Business School
  • American College
Experience:
  • Huntington Bank Private Financial Group
  • Merrill Lynch Insurance Group