Rodney's background provides him with the unique qualifications to address several of your personal financial planning needs. Rodney is currently a member of the R.I.C.H. Planning Group, LLC. and has been in the financial services industry since 1987. He is licensed to do business in NJ, NY, PA, MD and NC. Prior to joining the R.I.C.H. Planning Group, LLC. and Equitable Advisors in 2005, Rodney had spent time developing his career with Merrill Lynch and Fidelity Investments.
Rodney is a graduate of West Virginia University with a Bachelor's degree in Business and Economics.
His designations and achievements include: CERTIFIED FINANCIAL PLANNER™ professional , Certified Estate Planner® and Past President of the Monmouth/Ocean Chapter for the Society of Financial Service Professionals.
Rodney has been a resident of Somerset, NJ for over 40 years and currently lives there with his wife Maxine and their three children. He is very involved in his church First Baptist Church of Lincoln Gardens and his community.
CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
R.I.C.H. Planning Group, LLC is not owned or operated by Equitable Network or its affiliates.
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 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