Richard Schriefer is a settlement planner affiliated with Sage Settlement Consulting. He joined AXA Advisors, LLC (now Equitable Advisors, LLC) in August 1998 and in January 2008, became a Partner at Dayton & Sydney Wealth Strategies, a division of Equitable Advisors, LLC.
Richard is a financial consultant assisting individuals, businesses, professionals, and endowments in developing strategies to achieve their financial goals. By analyzing his clients’ current situations and identifying their needs, he is able to design customized, cost-effective solutions to meet their financial challenges. Richard also assists in the recommendation and implementation of investment and insurance vehicles, totaling more than $500m in the past decade.
In addition to his work as a financial consultant, Richard acts as a senior consultant in The Settlement Planning Group, where he specializes in working with plaintiff attorneys and their clients. He is well-versed in the unique circumstances that surround personal injury, wrongful death, and medical malpractice settlements. Under his guidance, The Settlement Planning Group assists in designing and placing structured settlements, as well as implementing trust and asset management controls to protect a plaintiff’s settlement award.
Richard was inducted to the hall of fame with Equitable Advisors, LLC and currently holds FINRA Series 6, 7, 63, and 65 licenses, as well as life and health insurance licenses in over a dozen states. He received a certificate as a Retirement Planning Specialist from the Wharton School at the University of Pennsylvania. Prior to that, he earned his Bachelor’s Degree in Business from St. John’s University. Richard is the recipient of numerous company awards and honors and is a member of the prestigious Platinum Planning Group of Equitable Advisors, LLC.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Dayton & Sydney Wealth Strategies Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance Lic. #0H03384