Richard Tolway, CFP®

FINANCIAL ADVISOR

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I’ve always been passionate about helping people improve their lives. When I moved to New York City, I would help friends fix up their apartments and improve their living situations. During that time, I also brought friends into my business, showed them the ropes, and got them started operating their own service-based businesses. That is when I really began to find fulfillment, being of service to others and helping them build something. This eventually segued from building homes to helping clients build the financial future that they want.

I hold a B.Sc. in Marketing from the W.P. Carey School of Business at Arizona State University. While at ASU, I became involved in the comedy club to pursue my interest in sketch comedy.

Designations & Licenses

  • NY Life, Accident, and Health Licensure
  • Series 65
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

Affiliations

  • North Brooklyn Angels (volunteer)
  • Patron, Brooklyn Botanical Gardens