Experience

OneTeam Financial

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Jul 2019 - Present



Atlas Advisory Group

• Cranford, NJ

• Financial Advisor

  • Feb 2016 - Jul 2019

  Richard was hired to head up the Senior Services Division at Atlas Advisory Group. This is an integral part of the "Holistic Planning" process that Atlas employs for their clients. Richard works closely with clients to design comprehensive, flexible financial plans in order to optimize their wealth. He tailors each client’s investment portfolio to meet their unique goals and objectives while minimizing risk. The financial world is constantly in flux and Richard takes pride in educating his clients and their advisors on how the changing investment landscape will impact their ability to plan for the future. To better prepare his clients in planning for retirement, Mr. Gustafson has acquired the National Social Security Association designation and is a member of NAMSA. Show less



PRB Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Financial Advisor

  • Jul 2009 - Feb 2016

  Richard Gustafson was part of the PRB Wealth Management Team and made a noteworthy impact by achieving The “Leaders Court” level of excellence by Ameritas in 2011, 2012, 2013, and 2014. Richard Gustafson was part of the PRB Wealth Management Team and made a noteworthy impact by achieving The “Leaders Court” level of excellence by Ameritas in 2011, 2012, 2013, and 2014.