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Richard B
CFP®, Series 63, Series 65
Manchester, NH
Fiscal Wisdom Wealth Management LLC
Richard Bean is a CFP® with 23 years of industry experience, currently serving at Fiscal Wisdom Wealth Management LLC in Manchester, NH. His prior roles include positions at Portsmouth-SmartLife Financial Group, Motiv8 Investments LLC, Capital Asset Advisory Services, LLC, and Retirement Advisor Of Ne, Inc. In addition to his advisory work, he is an independent insurance producer specializing in fixed life, health, fixed annuities, long-term care, and estate planning. Fiscal Wisdom Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, using both discretionary and non-discretionary portfolio management. The firm offers tailored portfolio construction with active and passive strategies across various asset classes, along with financial plans, seminars, and cash-management options.
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