Rich fangen | Trusted Advisor
Richard graduated from Washington State University with a Bachelor of Arts in Business Administration in Accounting and Finance. He has been providing financial planning and consulting services, as well as investment management for clients in the Puget Sound area since 1987. Rich specializes in helping client’s achieve their desired outcomes for the future and live their Ideal Life by utilizing a multi-disciplinary approach to providing comprehensive planning solutions in the areas of financial planning, investment management, risk management, tax and legal.
Rich is a Chartered Financial Consultant® , ChFC®, having completed the most extensive educational program required for any financial services credential through the American College of Financial Services located in Bryn Mawr, Pennsylvania. This certification encompasses over 400 hours of study in 8 or more areas of financial, risk management, estate and tax planning.
Prior to owning Cambridge Wealth Management, Rich was the Managing Partner of Passage Point Legacy Planning, LLC in Tumwater, Washington. Rich also served as Vice-President of Heritage Financial Services in Olympia, Washington from 1997 – 2003.
In his spare time, Rich enjoys spending time with his family, camping, traveling and mountain climbing.