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Richard B

Series 63, Series 65

Coral Springs, FL

Guardian Life

Richard Bonchick is a financial advisor with Guardian Life in Coral Springs, FL, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked with Guardian Life since 1992 and with Alliance Financial Corp. since 1992 as well. Outside of his advisory work, he serves on the Broward County Small Business Advisory Board and advises business owners on marketing and operational efficiency through his separate consultancy. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, businesses, and institutions. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, serving a diverse client base with tailored financial planning, consulting, and access to various investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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