Directory

>

Cfp Richard Hall Ctfa Cws Cdfa

avatar

Cfp Richard Hall Ctfa Cws Cdfa

Managing Director | Oxford Financial Group, Ltd.

Greenwood, Indiana, United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Richard Hall Ctfa Cws Cdfa

Work Experience

company logo

Managing Director at

Oxford Financial Group, Ltd.

October 2012 - Present

company logo

Board member at

American Lung Association

January 2011 - January 2016

company logo

Investment Director at

PNC Financial Services

October 2002 - October 2012

💼

participant at

Uwci Arduth Burkhart Leadership Series

January 2009 - January 2010

company logo

Portfolio Manager at

Standard Federal Bank

May 1995 - October 2002

Logos provided by Logo.dev

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

mail

********@pnc.com

*****@ofgltd.com

Colleagues

avatar
Paige Kirkland

Managing Director and Family Office Fellow

avatar
Peter Reist

Managing Director

avatar
Bo Ramsey Cfa Caia

Chief Investment Officer

avatar
Sue Mcmillen Sphr Cebs Shrm-Scp

Vice President, Chief Talent Officer

avatar
Rick Davis

Managing Director

Rob Webb Cfa

Managing Director

avatar
Robert Twitchell

Managing Director

avatar
Cfp Tim Wittenbrook

Managing Director

avatar
Kristina Baron

Co Managing Partner

avatar
Laura Clark Cfa

Managing Director

View Contact details (it's free)
Request Profile Removal