Carroll Consultants, Ltd. (CCL) is proud to announce and welcome Richard C. Ritzer Jr., CFP®.
Prior to joining CCL, Rich worked at The Vanguard Group as an Investment Consultant where he specialized in retirement planning and income strategies in addition to client relationship management. Rich has always had a strong passion for financial services and building relationships based on integrity, transparency and loyalty. This passion has lead him to develop an extensive knowledge in comprehensive financial planning which includes investment, tax, insurance and estate planning. He received his Bachelor’s in Finance from Penn State University and the CERTIFIED FINANCIAL PLANNER™ designation through Kaplan University. Rich currently holds a Series 7 and 63 in addition to the Life and Health insurance license. We are excited to have Rich join the CCL team! Feel free to reach out to Rich at (610) 225-1523 or email him email@example.com.