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Richard Routie

Richard Routie is a former financial advisor and wealth manager with 18+ years of experience in investment management, retirement planning, and estate strategy. He managed $40M+ in assets, led independent advisory firms, and held FINRA Series 7 and 66 licenses. Known for disciplined portfolio design and risk management, he now serves as a pastor and nonprofit leader, advancing financial literacy and global ministry initiatives.

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Richard Routie delivered customized retirement and wealth strategies integrating insurance

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February 25, 2026

To learn more about Richard Routie, click the links below: https://muckrack.com/richardroutie https://www.cake.me/me/richardroutie

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Richard Routie: Richard Routie is a former financial advisor and wealth manager with more than 18 years of experience in financial services, investment management, and retirement planning. He advised individuals, families, and organizations on complex financial strategies, helping them make informed, profitable decisions. Known for disciplined portfolio construction, risk management, and tax-aware wealth planning, he built and led advisory practices managing over $40 million in assets under management and opened more than 250 client accounts. Holding FINRA Series 7 and 66 registrations, as well as insurance and annuity licenses, Richard specialized in integrated financial planning, estate planning, and customized asset allocation strategies. His portfolios routinely outperformed benchmarks through structured investment analysis and tactical adjustments. Beyond his career in wealth management, Richard Routie is the founder, president, and pastor of Restoration Christian Fellowship. He leads global ministry initiatives in more than 40 nations, focusing on leadership development, financial literacy, entrepreneurship, and nonprofit leadership.

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