Financial retirement professional Richard Ehrlich, ChFC, started his career in NY in 1994 and has been helping clients secure their wealth for almost two decades.
Richard Ehrlich is not your typical financial advisor, having gotten his start on Wall St. with the prestigious firm Drexel Burnham Lambert, and working directly under Wall Street genius Michael Milken, Richard did the unthinkable and moved out of the corporate sector and set up shop in Boca Raton, Florida.
As Richard says, “Life is more than a paycheck. After seeing my father lose his entire life savings to the market and poor financial decisions, I realized that something had to be done.”
In 1994, Richard moved out of Wall St. and set up shop helping local retirees and soon-to-be retirees avoid the same mistakes his father made. The founding principal behind the Secure Wealth Planning Group is that a sound financial plan is more than just the ability to pay your bills, it’s about planning for the future, planning for the luxuries, the unexpected and the inevitable.
Since then, Richard made the move to Boca Raton and has been assisting individuals, retirees, professionals and business owners, physicians and surgeons, and professional athletes and entertainers with financial preparation.
Richard continues to keep up-to-speed with the most advanced planning strategies available—to provide his clients with products and services that impact them and their families for decades to come.
In his free time, Richard enjoys spending time with his wife and two sons, Eliyah and Shlomo, swimming and reading.
Questions? Richard Ehrlich is a licensed fiduciary. Call 561-340-2667 or email Richard at: [email protected]
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