Get to know Richard D’Ambola, CSA®, CLTC®
Richard D’Ambola, CSA®, CLTC®
Richard D’Ambola is the senior financial planner and president of Richard D’Ambola & Associates LLC. For over 30 years, he has helped clients build strategies that help them work toward their financial goals.
An Investment Advisor Representative, Richard passed the Series 6, 63 and 65 securities exams. He also holds insurance licenses in New Jersey, North Carolina, Pennsylvania, Florida, Delaware, California and Arizona. Richard works closely with estate planning attorneys and certified public accountants (CPAs) to help maximize benefits to his clients’ wealth and estates.
Richard started his career in 1988 with John Hancock Financial Services as an insurance producer. He went on to join Dunn’s Financial Review Inc. as a financial advisor before opening his own firm in 2014.
Richard has furthered his education in order to better address the needs of retirees. He earned a degree in business administration from County College of Morris, and he received additional training in financial planning and long-term care, including the certification in long-term care (CLTC®) designation. He is also admitted to the Society of Certified Senior Advisors, with the Certified Senior Advisor (CSA®) credential.
Richard lives in Mount Arlington with his wife, Deborah. He holds a black belt in taekwondo and also enjoys boating with his wife, training, softball, reading and writing.