M. Guy Riccardi CFP®

Senior Financial Planner

After receiving his BA in Economics from Drew University in 2009, Guy Riccardi joined United as a Portfolio Manager and now serves as the company's Senior Financial Planner. He has experience with fixed income, equity trading, and client service support, which allows him to aid our clients in meeting their financial goals and needs. His responsibilities include helping clients set proper investment targets and build portfolios. Guy is a CFP ® professional and holds life, health, and variable insurance licenses.

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