Rich Krafcik
Managing Partner, Financial Advisor @Cobblestone Asset Management
Richmond, VA, US
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MOBILE NUMBERS
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WORK HISTORY
Jan 2007 — Present
Managing Partner, Financial Advisor @Cobblestone Asset Management
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Manage discretionary investment models for advisory platform -Review and rebalance brokerage assets based on market conditions and client needs -Conduct holistic financial planning meetings regarding: retirement planning, estate planning, social security strategies, and college planning -Provide consulting for strategic business and personal decisions on an as-needed basis
SKILLS
Private EquityAsset AllocationPortfolio ManagementInvestmentsAlternative InvestmentsBloombergInvestment AdvisoryFinancial PlanningInvestment StrategiesPmpProduct DevelopmentVenture CapitalMutual FundsStrategic Financial PlanningHedge FundsSecuritiesEquitiesAsset ManagementFinancial ModelingFinancial AnalysisValuation
ABOUT RICH KRAFCIK
Investment Advisory Services offered through Cobblestone Asset Management, a Registered…
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