Sign In
Get Clay Free →

Suggestions

    Richard Staves

    Verity Asset Management Investment Advisors Representative, offering advisory services through Verity Asset Management (Registered Investment Adviser)

    Richard Staves is a seasoned professional with over 35 years of experience in Financial Services and Accounting, dedicated to helping clients build and preserve their wealth.

    Specializing in retirement planning, investment portfolio management, tax planning, and accounting for small and medium-sized businesses, Richard offers valuable insights and financial peace of mind to his clients.

    His personalized approach involves understanding each client's financial goals, risk tolerance, and lifestyle to create tailored financial plans.

    Apart from his professional endeavors, Richard enjoys fly fishing, golf, classical music, and cooking with his wife of 50 years, Kay. They have 3 children and 8 grandchildren.

    Richard's educational background includes a BA in American History from California State University, Northridge. He has held key positions such as President at CHERRY CREEK WEALTH MANAGEMENT, INC., and has previous roles at Sheridan Road Financial, Wells Fargo Wealth Management Group, RDS Financial Services, and Arthur Andersen & Co.

    Richard Staves
    Get intro to Richard
    Add to my network

    Location

    Englewood, Colorado, United States