Richard Happle
My value is being your thinking partner where money and life intersect.
WEALTH MANAGEMENT | FINANCIAL TRANSITIONS PLANNING | SMALL BUSINESS ADVISORY
About Richard Happle, CFP®, INVESTMENT ADVISOR REPRESENTATIVE
Whether you're looking for someone to
manage your portfolio, to devise adaptive
approaches during times of Financial
Transition or to formulate a long term plan for
Retirement Sustainability, Rick Happle, CFP®
and Jaffe Tilchin Wealth Managements’ team
of highly skilled financial advisors design the
roadmaps that guide you steadily and
successfully into the future, towards what you
want in life.
Rick has been in the business more than 35
years, and he is a CFT Certified Transitionist
candidate. He and his wife, Helen, live in St.
Petersburg.
Small Business Advisory
Insurance | Corporate Benefits | 401-k | HR
Services | Payroll | Strategic Planning
● Wealth Management
● Manage Investments
● Financial Planning
● Risk Management
● ETF Portfolio Management
● Asset Assessment and Review-Tax
Planning Strategies
● Portfolio Second Opinions
Specialties: Wealth and Asset Management.
Planning for Financial Transitions; Retirement,
Sale of a business, Divorce, Inheritance and
Widowhood.
To learn more, call 813-732-5190 or rhapple@jaffetilchin.com.
Our Process
We create strategies that are tailored to you. Our disciplined and thoughtful process: Understand, Design, Implement & Monitor.
Our History
More than 35 years of experience have prepared us to guide you through your life transitions.
Our Value
My value is being your thinking partner where money and life intersect.
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Our Approach
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
CFP® | CERTIFIED FINANCIAL PLANNER™ Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete
initial and ongoing certification requirements.