Richard Clouse Jr

Richard Clouse Jr

President of Asset Management

Richard C. Clouse, Jr. is President of Asset Management for Goldberg, Clouse & Edgell, joining our firm in 1993.

He began his career as an associate planner with responsibilities for client development, retirement planning, wealth transfer planning and investment sales. He was named Vice President of Asset Management in 1999. At that time, he became responsible for the selection and monitoring of investment managers, expanding the firms qualified plan base as well as the fee-based investment advisory services with the firm. In December of 2001, Ric was named President of Asset Management.

Ric is a member of the Investment Management Consultants Association. He has earned the ACCREDITED INVESTMENT FIDUCIARY® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility. In addition, he has earned the CHARTERED RETIREMENT PLANS SPECIALIST designation awarded by the College for Financial Planning. He is a Registered Representative with LPL Financial and an Investment Advisor Representative with Global Retirement Partners. Ric is also a Founding LecturerAdvisor at The Retirement Advisor University.
 

Phone (614) 895-0123 x205
Fax (614) 895-0365