Richard Ropelewski, CFP®
Rick focuses on developing comprehensive financial plans for successful individuals, families, professionals and business owners. As a financial head coach, Rick coordinates all elements of your financial situation, such as investments, retirement planning, estate planning, college funding, and risk management. He believes that open communication and trust must be established first, to set the foundation for a long-term relationship that supports your financial goals.
Prior to joining U.S. Wealth Management in 2008, he was a financial planner at Baystate Financial Services. Rick served six years in the U.S. Air Force and also worked as a financial analyst at IBM.
Rick and his wife Martha, a development officer at Boston College, reside in Newton, MA with their daughter Molly and son Peter. Rick enjoys spending time with his family, golfing, and traveling.
- Member – Financial Planning Association
- B.S. in Management from the U.S. Air Force Academy
- MBA from New York University