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Richard G

CFP®, Series 63, Series 65

Scottsdale, AZ

The Getzen Group, Inc.

Richard Getzen is the managing principal and president of The Getzen Group, Inc. in Scottsdale, AZ. He holds the CFP® and ChFC® designations and has 28 years of experience in financial advisory services. He has led The Getzen Group since its founding in 1996. Outside of investment management, he is involved in comprehensive financial planning, estate planning, legal document preparation, insurance sales, and tax preparation through affiliated entities. The Getzen Group, Inc. is a small advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management and wealth-planning services tailored to client-specific investment policy statements, utilizing a range of investment strategies and maintaining custody through independent custodians.

Options & derivatives strategies Private / alternative investments
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