Felix Menezes, ChFC Insurance License #OE26663

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.