Felix Menezes., ChFC

After graduating with a degree in Economics and Commerce from Bombay University and spending 7 years as the Financial Controller and then Director Materials Management for a large Middle East hospital, Felix Menezes joined Equitable Advisors in 1993.

The combination of Felix's strong financial background and his genuine concern for his client's wellbeing have resulted in Felix being consistently recognized as a successful financial advisor. Felix is especially thankful for his many loyal clients; because these clients have shared with others the benefits of working with him, Felix has been able to build his practice solely thru referrals.

Felix remains committed to ongoing industry education; in addition to being a Chartered Financial Consultant (ChFC) and holding the Series 7, 6, 65 and 63 securities licenses, Felix has also attended courses at The Institute of Cost and Works Accountants in Calcutta, India.

When not providing financial planning guidance to professionals, families and business owners, Felix donates his time to his church, charities and various nonprofit organizations.

 

R.I.C.H. Planning Group, LLC is not owned or operated by Equitable Network or its affiliates.

California Insurance License #: 0E26663


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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 Drive
Woodbridge, NJ 07095

R.I.C.H. Planning Group, LLC.
10 Madison Avenue
Morristown, NJ 07960

R.I.C.H. Planning Group, LLC.
1967 Highway 34
Building C, Suite 201
Wall, NJ 07719

R.I.C.H. Planning Group, LLC.
50 Division Street
Suite 501
Somerville, NJ 08876

is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 609-936-1545
Fax 609-936-1521