About Richard Ehrlich

Financial retirement professional Richard Ehrlich, CLU, ChFC, CFS, started his career in NY in 1994 and has been helping clients secure their wealth for almost two decades. richard

Richard made the move to Boca Raton and has been assisting individuals, retirees, professionals and business owners, physicians and surgeons, and professional athletes and entertainers with financial preparation ever since. Having worked on Wall Street earlier in his career, Richard understands the capriciousness of the market and safeguards his clients’ money from the volatility of the financial industry.

Richard has a Bachelor of Arts degree from the University of Miami and advanced degrees from The American College as a Chartered Life Underwriter and Chartered Financial Consultant.

Richard continues to keep up-to-speed with the most advanced planning strategies available to provide his clients with products and services that impact them and their families for decades to come.

In his free time, Richard enjoys spending time with his wife and two sons, Eliyah and Shlomo, swimming and reading.

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Questions? Richard Ehrlich is an investment advisor representative and a fiduciary. Call (561) 340-2667 or click here to schedule a no obligation initial consultation.