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Richard Dipasquale

Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">TruNorth Financial Strategists</span>

Intro Book

Seasoned financial planner and advisor with 38 years of experience in estate planning, retirement, and financial planning.

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Location

Lansdale, Pennsylvania, United States...

Skills

Estate Planning
Retirement
Insurance
Securities
Asset Protection
Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Richard Dipasquale has 38 years of experience in the financial industry, which is impressive. He has received prestigious designations like Chartered Financial Consultant and Chartered Life Underwriter, which adds to his credibility. He has also worked with various clients, including business owners, executives, and professionals, which suggests he has a broad range of skills. Location is Lansdale, PA, which is not a major financial hub, but still has a decent cost of living. Considering his experience, designations, and client base, I would estimate his hourly rate to be around $250. This is slightly higher than the average financial planner, but lower than top-tier investment advisors. Some financial planners with similar experience might charge $300-$400 per hour, but Dipasquale’s broad range of skills and experience suggest he could command a slightly lower rate.

Bio

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Topline AI

Richard Dipasquale is a seasoned financial professional with 38 years of experience in estate planning, retirement, insurance, securities, asset protection, and financial planning. He has held various roles, including sales representative, partner, and registered investment advisor, and has received prestigious designations such as Chartered Financial Consultant and Chartered Life Underwriter. He has provided fee-based financial planning and advisory services to clients since 1977.

Experience

TruNorth Financial Strategists
- Partner
  - Jun 2003 - Present
  TruNorth Financial Strategists provides a holistic, comprehensive financial planning service to business owners, executives, professionals, and other individuals on a fee basis.
My History Before TruNorth Financial Strategists
- Sales Rep./Registered Rep./General Agent/Entrepreneur
  - Jun 1964 - Dec 2002
  A graduate of LaSalle College '64, I started my business career as a sales representative with a prominent Philadelphia financial services firm that was grounded in a process of in-depth fact gathering and interviews with a commitment of thoroughly knowing their client and their needs before ...

Education

1960 - 1964

La Salle University

1960 - 1964

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Richard Dipasquale

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate