Associate Profile

P: 949.833.5772

F: 949.833.5810

E: richard@wmsirvine.com

Print Profile
Download vCard

Richard Colarossi

Richard L. Colarossi is a native southern Californian. He joined AXA Advisors in 2001 after working for Wells Fargo for nine years.  Richard focuses on executive retirement planning and estate planning strategies. He has eighteen years of banking and financial planning experience. He works closely with clients to design and service their needs. Richard is a graduate of Principia College.  Residing in Dove Canyon with his wife, Elizabeth and their two children: Dean and Ellison; he enjoys spending time with his family, traveling, sportfishing and the outdoors. Richard gives his time to his church youth organizations and Boy Scouts of America.

Education
Principia College
Licenses & Certifications
FINRA Series 7, 66

CA Insurance License 0C07683

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, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

© Copyright Wealth Management Strategies 2019 | Disclosures | FINRA BrokerCheck | COVID-19 UPDATE