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Richard T
CFP®, Series 65
Iselin, NJ
LBT Wealth Management, LLC
Richard Taborda is a CFP® and holds a Series 65 license with 16 years of experience in the financial services industry. He is the president and investment adviser representative of LBT Wealth Management, LLC, an independent firm he has been associated with since 2011. Prior to this, he worked at Freeman Capital Advisors, LLC from 2019 to 2023 and Wealth More Enterprise, Inc. starting in 2024. LBT Wealth Management primarily serves individual clients through discretionary portfolio management and financial planning, employing a combination of charting, fundamental, technical, and cyclical analysis to manage portfolios. The firm uses advanced trading strategies and held-away order management systems uncommon for a firm of its size.
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