Richard Ehrlich, CLU, ChFC, CFS, CFEd Secure Wealth Planning Group, President
Richard has been helping people in the South Florida area since 1995. He has guided them to make informed decisions, avoid costly mistakes, lower their taxes, increase their estate size and find money falling through the cracks in their planning so they could re-direct those dollars to things they care about.
Richard Ehrlich started his career as a financial advisor with the prestigious firm of Drexel Burnham Lambert, working with Wall Street Geniuses David Kay & Leon Black. After years of working on Wall Street Richard did the unthinkable and moved out of the corporate sector, and founded the Secure Wealth Planning Group in Boca Raton, FL.
Richard is a well-known financial educator and author. He is a highly sought-after instructor and has helped hundreds of retirees and pre-retirees make educated financial decisions based on facts and logic. He has contributed to various media outlets such as Fox Business, Forbes Magazine, TIME Magazine, NBC, ABC, Newsweek,WIOD radio and was interviewed on the Consumer Advocate show hosted by Emmy award winner Nick Naton. All with the goal in mind of helping those in or nearing retirement to find financial peace of mind.
Richard is a graduate of the university of Miami and is a Chartered Financial Consultant. He is passionate about military service members so is heavily involved with the Wounded Warriors Project and the Vietnam Veterans Memorial fund. Richard is also involved with Migdal Ohr (“Tower of Light”), a non-profit organization for children at risk.
In his spare time Richard enjoys spending time with his wife Julie and kids, Eliyah, Shlomo, Orly and Netanel.
Our goal is to help you put your financial worries behind you and help provide you with a secure financial plan designed to give you true peace of mind.
Our Motto “Plan Once, Plan Right, and Enjoy your Life.” is our commitment to you. To provide you with a sound financial plan that is designed to help protect your assets and provide you with a worry free retirement through our low risk, low volatility investment solutions.
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