Richard Piazza

About Richard Piazza

I became a financial advisor to fill the gap that traditional education leaves behind. Empowering successful people to make smart, informed decisions with their money. After building my career from the ground up, moving through trading and hedge fund management, and ultimately designing investment platforms for other advisors, I now use that experience to help simplify complex strategies and give my clients clarity and confidence. I work with good people who are busy building their lives, and my role is to be their guide, so they can reach their financial destination with confidence, clarity and without detour.Let’s work together to help simplify the complex and create a strategy that truly works for you.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 63••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:20••••79/

Experience

1. Managing Director

   Forest Hills Financial Group

   Jun 2021 — Present · New York, NY, US

   As Managing Director of Wealth Management for Forest Hills Financial Group, Richard is adept at attracting, coaching and developing experienced financial professionals focused on taking their business to new heights. In his own practice, Richard works with young professionals and their families who want to gain confidence that they are making the best decisions with their money to live their best life. This is accomplished by focusing on creating healthy financial habits, employing innovative savings strategies, protecting what they have and growing it for future commitments and desires. Richard finds it incredibly rewarding to help his clients prepare for life’s “what if” scenarios, and empowering them with the education to make informed decisions for themselves, their families and businesses.

Education

• Binghamton University

  BA, Finance & economics

  1995 — 2000

Skills

• Asset Allocation
• Mutual Funds
• Risk Management
• Portfolio Management
• Financial Markets
• Trading
• Securities Lending
• Prime Brokerage
• Trading Systems
• Proprietary Trading
• Securities
• Capital Markets
• Series 7
• Wealth Management
• Equity Trading
• Investments
• Asset Management
• Series 63
• Bonds
• Finra
• Asset Based Lending
• Equities
• Fixed Income
• Bloomberg
• Fx Options
• Options
• Electronic Trading
• Hedge Funds
• Alternative Investments
• Derivatives
• Financial Analysis