Richard Sweet

Richard Sweet, CFP^®, is President and Founder of The Wealth Advisor Group,  based in New York  City,  With over 30 years of experience in the areas of financial planning, investments and insurance, he understands that this business is a partnership built on professionalism, trust and integrity.

Richard has always had a passion for helping people and wanting to make a difference in their lives.  As an independent financial professional, his clients include people from all walks of life: Individuals, Families, Business Owners, Entertainers, Actors and World-class Athletes. Richard works with them on a one-on-one basis to develop a customized strategic, long-term financial plan which help enable them to achieve their goals and objectives. By removing the mystery from complex issues, his clients can easily and fully understand all their options.

Richard graduated from New York Institute of Technology with a degree in Finance & Marketing and holds a professional degree from Adelphi University in Financial Planning. He began his career as a stockbroker with Paine Webber. After becoming a Certified Financial Planner™ professional or CFP^®, he joined Penn Mutual Life Insurance Company as a career agent and the Investment Coordinator for the largest agency in New York City. In year 2000, he partnered with an independent firm where he remained until opening his own firm, The Wealth Advisor Group, in 2008.

Richard holds a FINRA, Series 7 (General Securities Representative), Series 63 and Series 66 (Uniform Securities Agent), as well as, Health, Accident & Life Insurance licenses. He also received a Life Underwriting Training Counsel Fellowship (LUTCF) designation. He is a member of many professional organizations including Life Underwriters Association and CFP Board of Standards & Practices.

Richard believes in the concept of giving back to the community. He supports a variety of charitable causes including “No Kidding Me 2 (NKM2)”, “Cooley's Anemia” and “Habitat for Humanity”. Numerous times throughout the year, he organizes and hosts events that benefit these important charities. He is also a financial educator, hosting seminars and workshops to keep his clients abreast of the latest developments in various products, market conditions and investment strategies. He has taught Retirement, Investment & Income Planning at many institutions and corporations such as Viacom and Pfizer.

Richard lives in Westchester County, NY with his wife, Sharon, and their son, Nicholas. Most important to him is spending time with his family. He actively participates in his son's school by volunteering and coaching, and is involved in the Parent Teachers Association. His hobbies include boating, skiing, golf and dabbling in movies. A short film, “Tracks of Color”, on which he was Executive Producer, was presented at many International Film Festivals.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.