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
