CFP® Professionals in East Hartford, CT

Our Team

We Bring Clarity To Every Decision

We’re a team of experienced, compassionate financial professionals who are passionate about helping people feel confident using their money. Our CFP®-led team brings depth, perspective, and a commitment to education into every relationship. We’re here to listen, explain, and walk alongside you—through changes, questions, and every stage ahead.

Richard C. Risley, Jr. CFP®

Financial Advisor

Luke P. Marino, CFP®

Financial Advisor

Justin T. Perez, CRES

Associate Financial Advisor

Kristin Royce

Licensed Practice Operations Coordinator

Elliot A. Garcia, FPQP®, BSN, RN

Registered Client Associate

Personal Services

Our personal services bring structure to financial decisions across every stage of life. From taxes to benefits and beyond, we’re with you every step of the way.

Learn How We Can Help You

Who We Serve

We work with individuals, families, and educators, helping money support comfort, flexibility, and confident decisions over time.

See Where You Fit In

Contact Us

Connect with our team to learn how we can help you navigate financial decisions with clarity and live a life you truly love.

Let's Get Started