Amber Leach, MBA, CDFA

Amber Leach, MBA, CDFA

Financial Consultant

Prior to joining R.I.C.H. Planning Group, LLC, Amber enjoyed a successful 17-year career on Wall Street where she worked in institutional sales in fixed income derivatives.  After leaving Wall Street, she found her passion and true value was in helping people with financial matters. Amber quickly realized that her biggest impact came from working with her clients to help them navigate and plan for the financial complexities that arise throughout all of life’s transitions. This involves working closely with her clients to identify what their financial goals are and then creating a comprehensive financial plan and strategy to achieve them.  This process analyzes all the facets of finance-risk management, retirement planning, education planning, wealth management, cash flow analysis and budgeting, tax planning and estate planning.

“I am truly honored to be in a position to educate and offer people financial advice at any time in their lives, whether that is divorce, marriage, parenthood or retirement.”

Amber is a Certified Divorce Financial Analyst (CDFA™) as well as a divorce mediator. She is also trained in collaborative law.

After growing up in Florida and the Bahamas, Amber earned her B.A. in Economics from Duke University and her M.B.A. in Finance from New York University.  She also has FINRA registrations Series 7, 66 and NJ Life and Health Insurance licenses.

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

R.I.C.H. Planning Group, LLC.90 Woodbridge Center DriveWoodbridge, NJ 07095R.I.C.H. Planning Group, LLC.10 Madison AvenueMorristown, NJ 07960R.I.C.H. Planning Group, LLC.1967 Highway 34Building C, Suite 201Wall, NJ 07719R.I.C.H. Planning Group, LLC.50 Division StreetSuite 501Somerville, NJ 08876 is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 973-401-2394
Mobile Phone 917-538-6437