Richard Cella Email & Phone Number
Director of Private Wealth @ Capitas Financial
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Richard Cella Location
- Red Bank, NJ, US
Richard Cella Work
- 2011 -now Director of Private Wealth @
- 2003 -2011 Regional Insurance and Estate Planning Specialist @ Brian K Adams & Associates
- 1999 -2003 Senior Consultant and Project Manager @
Richard Cella Education
- Villanova University
B.S. (Accounting)
1992-1996 - Christian Brothers Academy 1988-1992
Richard Cella Skills
- Estate Planning
- Life Insurance
- Insurance
- Long Term Care Insurance
- High Net Worth Individuals
- Certified Financial Planner
- Asset Protection
- Long Term Care
- Wealth Transfer
- Universal Life
- Financial Planning
- Retirement Planning
- Annuities
- Succession Planning
- Wealth Management
- Series 63
- Series 6
- Term Life Insurance
- Whole Life
- Finra
- Sales
- Financial Services
- Risk Management
- Management
- Financial Advisory
- Finance
- Investments
- Customer Service
- Sales Presentations
- Wealth Preservation Planning
- Business Development
- Wealth Accumulation
- Wealth Management Services
- Family Office
- HNW
- Wealth Preservation
- Sales Management
- Direct Sales
- Customer Relationship Management (CRM)
- Business Relationship Management
- Marketing Strategy
- Insurance Industry
- Relationship Development
- Sales & Marketing
- Sales Presentation
- Client Relations
- Customer Relationship Management Crm
- Sales and Marketing
- Customer Relationship Management
Richard Cella Summary
- Richard Cella, based in Red Bank, NJ, US, is currently a Director of Private Wealth at Capitas Financial. Richard Cella brings experience from previous roles at Brian K Adams & Associates and SunGard. Richard Cella holds a 1992 - 1996 B.S. in Accounting @ Villanova University. With a robust skill set that includes Estate Planning, Life Insurance, Insurance, Long Term Care Insurance, High Net Worth Individuals and more. Richard Cella has 1 emails and 2 mobile phone numbers on RocketReach.
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