Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.
Rich DeFrancesco brings a wealth of experience and knowledge to his role as Wealth Advisor. With over a decade in the financial services industry and as a Certified Financial Planner (CFP®), his professional career is dedicated to helping families achieve their financial goals. In his role, Rich provides tailored financial strategies that empower clients to realize their aspirations and secure their financial futures. Known for his easy-going demeanor combined with a hands-on attitude and a passion for problem-solving, Rich excels in creating a comfortable and trustworthy environment for clients, ensuring that their financial journeys are both smooth and successful.
Rich holds a Bachelor of Science in Economics from Arizona State University. And, in addition to his CFP® designation, he holds Series 7, 63, and 65 licenses.
Originally from San Luis Obispo, CA, Rich now resides in Cave Creek, AZ. He enjoys spending time with his wife and two energetic boys, and has a passion for cars, DIY home projects, barbecuing, and camping.
