Richard Routie delivered customized retirement and wealth strategies integrating insurance
To learn more about Richard Routie, click the links below:
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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