Meet the Team

Richard (Rick) Persechino is a Senior Financial Advisor at Connecticut Wealth Management (CTWM). In his role, Rick leads a team of advisors and service specialists while working closely with clients to help them navigate complex financial decisions with clarity and confidence. His commitment to building genuine relationships reflects CTWM’s collaborative approach and dedication to personalized planning.

Additionally, Rick collaborates with various Connecticut-based companies to support employee financial wellness and retirement education initiatives. 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.

Before joining Connecticut Wealth Management, Rick built his foundation in financial planning at New England Capital Planners, where he supported clients across a range of comprehensive planning needs.

Education & Certifications

Rick graduated from Virginia Tech 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

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 wife, Alice, and their dog, Oliver.