Rick Petrucci, JD*, CFP®, CPA®

Rick Petrucci, JD*, CFP®, CPA®

Director of Advanced Markets

Domicile State: RI

Rick Petrucci focuses in the areas of estate planning, business succession planning, retirement planning, executive compensation planning, taxation, asset protection planning,  and elder law*.

Rick’s creativity, experience, and resourcefulness enable him to work well with our clients and their professional advisors in order to implement responsive solutions for financial objectives.  Previously, Rick had been an estate planning attorney in private practice, an estate and business planning attorney with a national insurance company, and a tax lawyer with an international accounting firm.

Rick is also a CERTIFIED FINANCIAL PLANNER™ certificant and a Certified Public Accountant.  Rick graduated from Bryant University with a B.S. in Business Administration (Accounting and Finance) in 1988 and from Hofstra University School of Law in 1991.

Rick is a member and past Co-Chairperson of the Probate & Trust Committee of the R.I. Bar Association; a member and past Chairperson of the Financial Planning Association, Rhode Island Chapter; and a member of the Estate Planning Council of Rhode Island, the R.I. Society of Financial Service Professionals, and the Parish Finance Council of Holy Apostles Church in Cranston, Rhode Island.

Rick is frequently quoted in national and local publications, including Forbes, MarketWatch, and Providence Business News.

*Licensed but not practicing