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Cfp Richard Hall Ctfa Cws Cdfa
Cfp Richard Hall Ctfa Cws Cdfa
Managing Director | Oxford Financial Group, Ltd.
Greenwood, Indiana, United States
Cfp Richard Hall Ctfa Cws Cdfa
Summary
Richard Hall is a seasoned financial services professional with over 25 years of experience in the industry. As the Managing Director at Oxford Financial Group, he specializes in investment management, financial planning, and estate planning. His extensive qualifications include certifications as a Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA), Certified Wealth Strategist (CWS), and Certified Divorce Financial Advisor (CDFA). Richard is dedicated to providing independent, customized financial counsel to clients throughout the Midwest, emphasizing their unique needs. His background includes significant roles in various organizations, including a board member position with the American Lung Association. With an MBA in Finance from Wayne State University, he combines academic knowledge with practical expertise to deliver exceptional service. Richard's commitment to client success and financial education sets him apart in the competitive banking industry.
Cfp Richard Hall Ctfa Cws Cdfa
Work Experience
Managing Director at
Oxford Financial Group, Ltd.
October 2012 - Present
Board member at
American Lung Association
January 2011 - January 2016
Investment Director at
PNC Financial Services
October 2002 - October 2012
participant at
Uwci Arduth Burkhart Leadership Series
January 2009 - January 2010
Portfolio Manager at
Standard Federal Bank
May 1995 - October 2002
Cfp Richard Hall Ctfa Cws Cdfa
Education
Wayne State University, Master Of Business Administration (Mba)
January 1995 - January 1998
Wayne State University, Bachelor Of Science (B.S.)
January 1990 - January 1995
Divine Child Catholic HS
January 1990
Frequently Asked Questions about Cfp Richard Hall Ctfa Cws Cdfa
What is Cfp Richard Hall Ctfa Cws Cdfa email address?
Cfp Richard Hall Ctfa Cws Cdfa's primary email address is ********@pnc.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Richard Hall Ctfa Cws Cdfa work for?
Cfp Richard Hall Ctfa Cws Cdfa is a Managing Director at Oxford Financial Group, Ltd., a company specializing in Functions related to depository banking.
Where Cfp Richard Hall Ctfa Cws Cdfa graduated from?
Cfp Richard Hall Ctfa Cws Cdfa holds a degree in Finance from Wayne State University.
How can I directly contact Cfp Richard Hall Ctfa Cws Cdfa?
To contact Cfp Richard Hall Ctfa Cws Cdfa directly, you can use the email address ********@pnc.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Richard Hall Ctfa Cws Cdfa?
Richard Hall is a seasoned financial services professional with over 25 years of experience in the industry. As the Managing Director at Oxford Financial Group, he specializes in investment management, financial planning, and estate planning. His extensive qualifications include certifications as a Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA), Certified Wealth Strategist (CWS), and Certified Divorce Financial Advisor (CDFA). Richard is dedicated to providing independent, customized financial counsel to clients throughout the Midwest, emphasizing their unique needs. His background includes significant roles in various organizations, including a board member position with the American Lung Association. With an MBA in Finance from Wayne State University, he combines academic knowledge with practical expertise to deliver exceptional service. Richard's commitment to client success and financial education sets him apart in the competitive banking industry.
Cfp`s contact details
********@pnc.com
*****@ofgltd.com
Colleagues
Managing Director and Family Office Fellow
Managing Director
Chief Investment Officer
Vice President, Chief Talent Officer
Managing Director
Managing Director
Managing Director
Managing Director
Co Managing Partner
Managing Director