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Let’s Talk About Your Retirement

Schedule a 20-minute introductory call to discuss your retirement goals, ask questions, and learn whether my planning services are a good fit for you.

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Have a question about working with me? Send a message and I’ll get back to you. Please do not include any sensitive personal information.

School of Personal Finance, LLC

Based in Westchester County, New York

Virtual meetings available

Email: rich@schoolofpersonalfinance.com

Phone: (914) 860-3615

 Disclaimer | Privacy Policy| Form ADV Part 2A and 2B | Form CRS

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©2026 BY SCHOOL OF PERSONAL FINANCE, LLC. All Rights Reserved 

School of Personal Finance, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information on this website is for informational purposes only and should not be construed as personalized investment advice or a recommendation to buy or sell any securities. All investing involves risk, including the potential loss of principal. Advisory services are offered to clients where School of Personal Finance, LLC is properly registered or exempt from registration. For additional information about our services, please review our Form ADV Part 2A and Form CRS, available on this website or upon request.

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