Craig Richman
Craig Richman has been a South Florida resident since 1975. From Connecticut originally, Craig graduated from Florida Atlantic University with a BBA in Human Resource Management. Craig received the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) certifications from the American College in Bryn Mawr, Pennsylvania. Always looking to give back to his industry, Craig served as president of the Palm Beach Association of Life Underwriters and later as President of the Broward Chapter of the American Society of CLU and ChFC.
Craig also received the Accredited Investment Fiduciary Analyst® (AIFA®) certification from the Center of Fiduciary Studies and the University of Pittsburgh's Joseph M. Katz Graduate School of Business.
Craig Richman is the principal and chief investment officer of Richman Capital Management, an independent investment management firm located in Boca Raton, Florida.
Craig affiliated with, and became a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network, an independent, privately held broker dealer that has no proprietary products and an open architecture for advisors to build their business. Richman Capital Management is now celebrating its fourteenth year of working with Commonwealth Financial Network.
Craig's clients can benefit from his knowledge and expertise by utilizing his services as a financial advisor and investment manager. Craig provides financial consulting based on an hourly fee, including but not limited to, retirement income analysis, 401(k) asset allocation, stock option planning analysis, corporate qualified plan review, investment analysis, personal financial statements, estate planning, risk management, and other financial matters.
A significant portion of Richman Capital Management's investment practice involves portfolio management including independent research, portfolio construction, and tactical asset allocation. Typical clients are CEOs, professionals, executives, and business owners.
Craig serves the community as an active member and past president of the Boca Raton Rotary Club while currently serving as vice chair of the Florida Atlantic University's National Alumni Association. Craig lives in Parkland, Florida, and is married to Janice. They have two children: Race will be graduating from North Broward Preparatory School, and Jessica attends the Nova Southeastern University School of Medicine.
