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    Drake Richey

    Bush & Company

    Drake Richey is a Partner at Bush & Company, a financial advisory firm based in Boston, Massachusetts.13 He joined the company in 2015, bringing with him extensive experience in the financial services industry.3 Drake holds several professional designations, including Accredited Investment Fiduciary (AIF) and Certified Exit Planning Advisor (CEPA).13

    Professional Background

    • Partner at Bush & Company since 201513
    • Former Senior Vice President at Wells Fargo (2010-2015)1
    • Worked at Fitch Ratings in New York (2007-2010)1
    • Specializes in financial planning for business owners and insurance planning1

    Education and Qualifications

    • Bachelor of Arts in Economics from Trinity College, Hartford1
    • Holds Series 7 and 66 licenses13
    • Accredited Investment Fiduciary (AIF)13
    • Certified Exit Planning Advisor (CEPA)13

    Achievements and Recognition

    Drake Richey was recognized as a winner of the 2022 4 Under 40 Award by the National Association of Insurance and Financial Advisors (NAIFA).2 This award honors financial advisors for their professional success and ability to balance work and personal life while actively contributing to their communities.2

    Personal Life

    Drake lives in Charlestown with his wife Sarah and their three children.12 He is actively involved in his community, serving on several charitable boards in Boston.13

    Highlights

    Drake Richey Recognized As NAIFA's 4 Under 40 Award Recipient
    Aug 1 · naifama.org
    Meet Drake Richey, Our Second 4 Under 40 Nominee!
    Meet Drake Richey, Our Second 4 Under 40 Nominee!
    Find a CEPA | Drake Richey - Exit Planning Institute
    Find a CEPA | Drake Richey - Exit Planning Institute
    Team — Bush & Company
    Team — Bush & Company

    Related Questions

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    Drake Richey
    Drake Richey, photo 1
    Drake Richey, photo 2
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    Location

    Boston, Massachusetts, United States