Vanderbilt is happy to announce one of the newest additions to our growing firm, Sr. Wealth Manager, Richard DeBono! Richard joins us from Granite Bay, CA.
Richard has 28 years in the financial services industry. He started out in the financial services industry back in 1996, working mostly within the Energy Complex
After moving out to California in 1998, he switched to the Investment Advisory world working with both large corporate and small boutique firms where he helped clients plan for, protect, and invest to reach future goals such as retirement, college education, efficient estate transfer, long-term care, etc. In addition, he also helps create a sustainable income that clients can count on in retirement, as well as helps protect the wealth they have created from the erosion of taxes and long-term health events. Business continuation and tax-efficient exit strategies are other key focuses of his practice.
“I considered joining Vanderbilt 8 years ago but opted for a more local firm as I was taking my first baby steps into the independent financial advisory world. Now that I am used to working in this space I had the chance to talk with Joseph and found that I liked Vanderbilt even more. It has a small firm feel which I prefer yet it is big enough to be able to offer unique value adds to my practice. I am looking forward to a long and prosperous journey with Vanderbilt.” – Richard DeBono
“Richard has years of experience, knowledge, and dedication to his clients that are essential to not only be successful but to fit into our GRITT culture. We are excited to have Richard at VFG” – Heidi Distante, CEO
