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Richard B
CFP®, Series 63, Series 65
Windsor, CO
Guardian Life
Richard Bell is a CFP® with 41 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2006. His background includes previous experience at Mass Mutual Investors Services and operating his own business since 1998. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies across proprietary and third-party platforms.
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