Meet the Team

Richard (Rick) Persechino is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). He is responsible for delivering exceptional client service by creating financial plans and implementing portfolio strategies for high-net-worth clients. By taking a personalized approach, Rick provides his clients with strategies that instill confidence and help them achieve their life’s aspirations.

Additionally, Rick partners with various Connecticut-based companies to enhance their retirement plan offerings. Through workshops and presentations, he provides financial guidance and education to employees, helping them make informed decisions about their financial futures. Rick is also a member of CTWM’s Financial Planning Committee, where he collaborates with colleagues to ensure consistency in the firm’s financial planning assumptions, software, and best practices.

Prior to joining Connecticut Wealth Management, Rick was a Financial Planning Assistant at New England Capital Planners. He also interned at Clarendon Wealth Management in Arlington, Virginia.

Education & Certifications

Rick graduated from Virginia Tech University with a Bachelor of Science degree in Finance with a concentration in Financial Planning. He was also a member of the Financial Planning Association (FPA) student chapter. Rick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.

Affiliations & Community Involvement

Rick enjoys participating in CTWM’s charitable outreach through programs such as Hartford Youth Scholars.

Outside of the office, he enjoys golfing, fishing, and supporting the Virginia Tech Hokies. He also values spending time with his family at their cottage in Maine. Rick resides in Farmington with his fiancée, Alice.