Richard Trudeau
Financial Advisor
Richard joined our practice in 2013 and has been a steady contributor since day one. Large or small, there is no problem he cannot solve on behalf of our clients. He enjoys assisting with full retirement planning including income and expenses, risk assessment, investment analysis, and helping with major client life transitions such as moving into a retirement community.
He has his Life and Health license as well as his Series 7 and 66 designations. He is an Investment Advisor Representative.
He is married to his beautiful wife, Julia, and has two children, Alexia and Christian. He is a "lifelong member" of the Shanty family.