Richard St-Laurent, Compliance Consultant, CWPP
A graduate of Salem State University with a Bachelor’s degree in Business Administration, Richard holds the professional designation of CWPP (Certified Wealth Preservation Planner). This specialized designation helps high net worth individuals and business owners increase productivity, profitability and retire early while protecting assets from market losses and lawsuits.
Richard has over 29 years of experience providing financial services to individuals and businesses.
At age 19 he founded Beverly Home Services, a Real Estate Management Services, which financed his college education while acquiring several rental properties
Richard was one of the original Regional Affiliates for CPA Plus Network, a peer to peer group for Certified Public Accountants, Investment, Representative, Insurance Agent and Attorneys providing guidance, advice and oversight to professional practices and their clients.
He holds a series 65 and is also licensed in insurance
Richard is a Five Star Wealth Manager award winner
Richard operates our New England office: 100 Cummings Center, Suite 322A, Beverly, MA 01915, Tel : (978) 232-9990