Richard Persechino, CFP®
Richard (Rick) Persechino is a Financial Advisor at Connecticut Wealth Management, LLC (CTWM). He is responsible for delivering exceptional client service by creating financial plans and implementing portfolio strategies for high-net-worth clients.
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.
Rick graduated from Virginia Tech University with a Bachelor of Science degree in Finance with a concentration in Financial Planning. Rick is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner.
Affiliations & Community Involvement
While in college Rick was an active member of the Financial Planning Association (FPA), the National Society of Collegiate Scholars, and Pi Kappa Alpha. He also volunteered with coordinating fundraising events for cancer research.
Outside of the office, Rick enjoys golfing, fishing, and supporting the Virginia Tech Hokies. He also enjoys spending time with family at their cottage in Maine. He resides in Barkhamsted, CT.