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Richard S
CFP®
The Villages, FL
Richard A. Stebbins CPA CFP
Richard Stebbins Jr. is a CFP®-credentialed financial advisor with 16 years of industry experience. He operates as the sole advisor at Richard A. Stebbins CPA CFP, an independent firm based in The Villages, FL. The firm provides discretionary investment management primarily for individuals and trusts, managing approximately $13.1 million for about 20 clients. Its investment approach includes preferred stocks, closed-end funds, index ETFs, selected individual equities, MLPs, and occasional covered-call option writing, tailored to clients’ objectives and risk tolerance. The firm maintains a fee-only model, serves a deliberately small client base, and offers separate tax-planning reviews and limited-scope hourly planning engagements without providing comprehensive financial planning services.
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