Broker Check
Rick Petrucci, Jr., JD*, CPA*, CFP®

Rick Petrucci, Jr., JD*, CPA*, CFP®

Estate and Business Planning

Rick Petrucci focuses in the areas of estate planning, business succession planning, financial planning, executive compensation planning, taxation, asset protection planning, special needs planning, and elder law. Rick’s creativity, experience, and resourcefulness enable him to work well with our clients and their professional advisors in order to implement responsive solutions for financial objectives.

Previously, Rick had been an estate planning attorney in private practice, an estate and business planning attorney with a national insurance company, and a tax lawyer with an international accounting firm. In addition to being an attorney, Rick is also a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Public Accountant. Rick graduated from Bryant University with a B.S. in Business Administration (Accounting and Finance) in 1988 and from Hofstra University School of Law in 1991.

 

* Licensed but not practicing.