Rich Tartarini is a Financial Advisor with over thirty years of experience in the financial services industry. Rich has built a reputation on providing clients with integrity, work ethic, accessibility, experience and a common-sense approach to financial planning and asset management.
As a wealth manager, Rich’s primary responsibility is to identify the needs which are unique to each individual client or institution and then suggest and implement the strategies necessary to strive for achievement all stated goals.
Rich was raised in Somerville, Massachusetts and attended Malden Catholic High School and Suffolk University in Boston. He is currently married with two children and living in Stoneham, Massachusetts. After graduating with a finance degree in 1987, Rich has worked the last 30 years within the financial services industry.
Rich maintains the following designations/licenses through SagePoint Financial:
Series 7 (Securities)
Series 24 (Principal/Branch Manager)
Series 65 (Advisory)
AIF® Accredited Investment Fiduciary®
Life & Health Insurance Licensed
Financial Planning Certificate (Kaplan University)