Richard Dvorak
Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner, Discovery Point Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor at Discovery Point Wealth Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Richard Dvorak
C: 28••••••22/ E: r••••••••@ampf.comOur ValuesSimplification: We work to simplify complex strategies and ideas.Unique Ability: We align team member strengths with roles and responsibilities. This can create longevity for team members and client relationships.Collaboration and Teamwork: The team works together to deliver a proactive and holistic experience for clients.Always Learning and Growing: We learn from experience, are open to new ideas, and try to grow personally and professionally.Areas of focusRetirement Income StrategiesExecutive Compensation and Benefit StrategiesWealth Preservation StrategiesSmall BusinessTax Planning StrategiesEmployee Stock Options
Experience
Private Wealth Advisor
Discovery Point Wealth Advisors
May 2000 — Present
Discovery Point Wealth AdvisorsA private wealth advisory practice of Ameriprise Financial Services, LLC
Education
College for Financial Planning
Certified Financial Planner
The American College of Financial Services
Chartered Life Underwriter
Houston Christian University - Archie W. Dunham College of Business
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
1994 — 1999
College for Financial Planning
Chartered Retirement Planning Counselor, Financial Planning and Services
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