Qualifications
Richard J. Russillo, Jr., CFP®, ChFC, CLU
Retirement Planning Specialist
Experience:
29 years of business experience
24 years with Solid Rock Financial Wealth Management (Owner)
Education:
University of Rhode Island (B.S. - Computer Science)
College for Financial Planning (Graduate)
American College (Graduate) Chartered Financial Consultant (ChFC)
American College (Graduate) Chartered Life Underwriter (CLU)
Mr. Russillo has earned a Certificate in Retirement Planning from The Wharton School of the University of Pennsylvania, and has been awarded AXA Advisors' Retirement Planning Specialist title for completing the AXA Equitable At Retirement sm education program.
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Professional Exams, Licenses and Designations:
CERTIFIED FINANCIAL PLANNER (CFP®)
Chartered Financial Consultant(ChFC)
Chartered Life Underwriter (CLU)
FINRA securities registration Series 3 (National Commodity Futures)
FINRA securities registration Series 6 (Investment Company Products/Variable Contracts)
FINRA securities registration Series 7 (General Securities)
FINRA securities registration Series 24 (Securities Principal Exam)
FINRA securities registration Series 26 (Limited Securities Principal Exam)
FINRA securities registration Series 27 (Financial and Operations Principal)
FINRA securities registration Series 53 (Municipal Principal Exam)
FINRA securities registration Series 63 (Uniform Securities State Law)
FINRA securities registration Series 65 (Uniform Investment Advisor Exam)
Licensed to offer Variable Annuity, Life, Accident and Health Insurance
Licensed for Property, Casualty and Personal Lines
Awards & Recognitions:
NOVA Award '94
PML Leaders Club '94
AIG Golden Circle '98
JNL Star '04-'07
A.F. All American Team '05-'07
AXA Advisors Sterling Group Member '07-'09
Happily married father of six, focused on serving my clients needs
CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP(flame logo) ARE CERTIFICATION MARKS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC AND ARE AWARDED TO INDIVIDUALS WHO SUCCESFULLY COMPLETE CFP BOARD'S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS