As Director of Financial Planning, Ricardo plays a key role in supporting our advisors as they deliver thoughtful and personalized strategies for our client community.
His responsibilities include:
Financial Plan Development: Ricardo partners with our advisory team to gather data, build comprehensive financial plans, and assist with meeting preparation.
Communication and Reporting: He serves as a key point of contact throughout the planning process, providing account summary reports and access to planning tools and online platforms.
Leveraging Analytical Expertise: With a deep knowledge of financial planning concepts and a knack for spreadsheets, Ricardo completes a thorough review of all plans prior to delivery.
Ricardo began his career in banking and wealth management. He served as a Senior Analyst at Wagner Resource Group before joining our team. Prior to that, he worked as a Senior Branch Operations Coordinator at M&T Bank in McLean.
He holds a bachelor’s degree in finance from George Mason University and earned his MBA from FGV Foundation.
Outside the office, Ricardo enjoys spending time with his daughter, Laura, and can often be found on the soccer field or tennis court on the weekends. A fan of great TV, he’s currently into series like Yellowstone, Reacher, and The Night Agent.