Wealthspring Financial Partners is pleased to announce that Richard D. Byank Jr. has joined the firm as Managing Director of Wealth Management and Financial Planning. Recently, Byank was a financial advisor at Ameriprise Financial.
Byank has nearly two decades of experience, with expertise in retirement planning, college education planning, investment management, protection, tax strategies and estate planning. He holds the designations of CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, Accredited Portfolio Management AdvisorSM and Chartered Retirement Planning CounselorSM.
“Wealthspring is growing quickly, and we’re excited to build on this momentum to add proven talent to our company,” said Diane DeOliveira, president at Wealthspring. “Rick is a senior leader with tremendous experience that will be an asset to our firm and our clients.”
Wealthspring Financial Partners is dedicated to empowering clients and giving them financial confidence through education, trusted guidance and a holistic approach to financial planning. The firm bridges the gap between tax advice and wealth management, offering a comprehensive approach to financial management.