Richard Applegate's Location
Pittsburgh, PA, US
Richard Applegate's Work
- Managing Director, Fiduciary Plan Solutions @ DBR & CO
- Principal Owner and Senior Adviser @ R. Applegate & Associates, LLC
- Partner and Senior Financial Advisor @ Cantor Fitzgerald Wealth Partners,LLC
- President @ First Commonwealth Financial Advisors
- President and Owner @ Strategic Capital Concepts, Inc.
- Executive Vice President @ Heritage Financial Group, Inc
- President and Owner @ Jackson & Applegate, Inc.
- Financial Representative @ Higgins Wilson Associates
Richard Applegate's Education
- National Association of Plan Advisors
Certified Plan Fiduciary Advisor (Fiduciary Studies)
- Robert Morris University
Master’s Degree (Taxation)
- Center for Fiduciary Studies, Joseph M. Katz Graduate School of Business, University of Pittsburgh
Accredited Investment Fiduciary Analyst
- College for Financial Planning
Certified Financial Planner
- The American College
Chartered Life Underwriter
- University of Pittsburgh
Bachelor’s Degree, Magna Cum Laude (Secondary Education and Communications)
1970 - 1973
Richard Applegate's Skills
- Over 40 years of experience in the financial services industry
- Independent, conflict free fee based advisor
- Contracted to serve retirement plan trustees as a co-fiduciary advisor
- Provide financial planning services to physicians,executives and business owners
- Host of "MoneyTalk" on Newsradio 1020 KDKA for 15 years
- Conducted over 700 education sessions for retirement plan participants
- Executives and Business Owners
- Customer Service
- Contracted to Serve Retirement Plan Trustees as a Co Fiduciary Advisor
- Program Management
Richard Applegate's Summary
Richard Applegate, based in Pittsburgh, PA, US, is currently a Managing Director, Fiduciary Plan Solutions at D.B. Root & Company Wealth Partners, bringing experience from previous roles at R. Applegate & Associates, LLC, Cantor Fitzgerald Wealth Partners,LLC, First Commonwealth Financial Advisors and Strategic Capital Concepts, Inc.. Richard Applegate holds a Certified Plan Fiduciary Advisor in Fiduciary Studies @ National Association of Plan Advisors. With a robust skill set that includes Over 40 years of experience in the financial services industry, Independent, conflict free fee based advisor, Contracted to serve retirement plan trustees as a co-fiduciary advisor, Provide financial planning services to physicians,executives and business owners, Host of "MoneyTalk" on Newsradio 1020 KDKA for 15 years and more, Richard Applegate contributes valuable insights to the industry. Richard Applegate has 3 emails on RocketReach.
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