Rich began his journey to become a financial advisor when he was a sophomore in college and he never looked back. In 2005, when he was studying finance and economics at Babson College, he served as an intern to Robert Jarras, a financial advisor with Ameriprise Financial at the time. After graduating from Babson in 2007, Rich began working full-time with Robert as an associate financial advisor.
Through Robert’s mentoring, Rich’s passion for helping people to achieve their financial dreams grew. Today, he creates and implements comprehensive financial plans for his clients, emphasizing investment, retirement, and estate planning. Rich is serving his clients’ best interests with the same integrity and commitment that he learned from his mentor.
“I find that working with clients and helping them define their goals, make sense of their finances, and better understand how key decisions can help bring them closer to living the life they wanted is so rewarding for me,” said Rich. “I feel like I am making a difference in my clients’ lives.”
Rich believes the caring approach that the Core Wealth Advisory team brings to each client sets the firm apart. “Having investment knowledge and an analytical mind is important, but we bring so much more to our client relationships. We are empathetic, altruistic, trustworthy, and considerate. This is why we build genuine and long-lasting relationships with the individuals and families we serve.”
Before forming Core Wealth Advisory in 2021, Rich was with KSP Financial Consultants, where he had been a senior financial consultant since 2014. Rich is a CERTIFIED FINANCIAL PLANNER® professional, and he completed the rigorous, intensive, and comprehensive training required to earn the prestigious CFA® charter. He also earned his Accredited Investment Fiduciary® (AIF®) certification. Rich is a member of the Boston Security Analysts Society, he holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, and he is insurance licensed in several states.
Rich is committed to giving back to his community. He is on the board of directors for Hospitality Homes, a local non-profit that matches out-of-town patients with volunteer homes and donated apartments to provide the patients with a place to stay while receiving medical treatment.
Rich grew up in Maine, and today, he and his wife, Jasmin Tabares, and daughter, Maria Carmen, live in Canton, Massachusetts. Rich enjoys golf, downhill and cross-country skiing, cooking, watching football, and visiting family and friends.