Richard S. Koblick, CRPC^®, AWMA^®

Richard Koblick is originally from Berkeley, CA. He graduated from Florida State University with a major in finance and a minor in psychology in 2006. After college, Richard started his career working for AG Edwards & Sons where he gained extensive knowledge in qualified retirement plans.

In 2006, Richard became a registered representative with Voya Financial Advisors in Boca Raton, FL. He focuses on working with educators and county employees as well as many people interested in understanding their qualified retirement plans and their finances. He has helped many educators with retirement planning, income planning and leaving a legacy to their heirs. Richard also focuses on Financial Planning where he believes each client should have a plan and should know if they are still on track to reach their goals or if any adjustments need to be made. In 2021 Richard joined Cetera Wealth Partners, a division of Cetera Advisor Networks as a result of the merger of Voya Financial Advisors to Cetera.

Being an Investment Advisor Representative allows him to work in a fiduciary capacity for his clients. He holds the CRPC® and AWMA® designations, granted by the College of Financial Planning. Through his designations as a Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor, Richard is able to guide his clients through their financial journey and help them implement and monitor a retirement plan that fits their lifestyle. He currently holds the Series 6, 63, 7 and 66 registrations. In 2022 and for 2023 Richard became a part of the Circle of Excellence with Cetera Advisor Networks.

 Mr. Koblick lives in Parkland, FL and in his free time he enjoys keeping in shape and helping his community with many local charities, as well as spending quality time with his family. His dedication to fitness led him to complete two full Ironman Triathlons in 2012. Richard is on the Board of Directors of the Levis JCC in Boca Raton, FL.

The Circle of Excellence recognition for 2023 is an elite distinction that recognizes all the hard work we have done to provide our clients with trustworthy guidance, run a practice with integrity, and pursue excellence in our field.

^{The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Richard Koblick, Financial Advisor by any client.}