RANDALL J. RICHARD, CEPA®

President

rrichard@richardbrothersfinancial.com
207-879-2352

Randall Richard, the firm’s president, brings over 30 years of experience in business and financial consulting. Randy understands business owners’ challenges as a successful entrepreneur and leader of multiple ventures. He is passionate about guiding them through opportunities and obstacles to achieving their personal and financial goals. Randy has helped thousands of families create and implement financial plans that lead to lasting success and a brighter future.

Randy’s expertise spans investment portfolio management, life planning, coaching, strategic planning, and goal setting. He has founded several companies, including an Investment Advisory firm, a Broker-Dealer, an Insurance Agency, a Life and Health Insurance Agent, and a Real Estate Holding Company. Randy authored Keeping Wealth in the Family, a guide to helping families discuss and manage their finances.

Beyond his professional achievements, Randy is deeply committed to giving back to the community. He is a past Vistage International member and current Strategic Coach member. He serves on numerous boards, including the Kennebunk School Board, the Institute of Family-Owned Business, and the Purpoodock Club. He is also involved in various charitable organizations, supporting causes like Dana Farber, the Dempsey Center, and the American Red Cross.

Randy holds an MBA from Suffolk University and a BS in Business Administration from Southern New Hampshire University. He is a Certified Exit Planning Advisor (CEPA) with multiple FINRA licenses.

Outside work, he enjoys outdoor activities like forestry, golf, gardening, motorcycle riding, and skiing.