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Richard Hepp, AIF

Wharton Hill Advisors > Richard Hepp, AIF

 

Phone: 215-641-2570 x 205
Fax: 215-641-2573

Rich joined WhartonHill in November of 2013 after spending 20 years at Charles Schwab where he was managing multiple branches and Financial Consultants. Rich currently advises companies of all sizes on their retirement plan strategies in the areas of fiduciary responsibility, plan design features, and employee education to ensure a valued outcome for employers and their plan participants.

EDUCATION

Bachelor of Science, Finance, Rider University, 1991

DESIGNATIONS AND LICENSES

Accredited Investment Fiduciary, AIF
Series 7, 8, 63 Life and Health held with LPL Financial
Series 66 held at Independent Financial Partners (IFP)

RECOGNITION:

Finance Committee member for the NHSD (New Hope/Solebury School District)
Board Member for the HOA of the North Point Community in Solebury, PA

 

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