Richard is a founding principal member of Financial Compass Group, LLC and co-creator of The Panoramic Process, a financial behavior strategy based on risk-assessment and tax-tactical strategies. Since transitioning from the legal profession in 1990, Richard has been tirelessly working with business owners, individuals, and families to assist them in recognizing their full economic potential. Through financial planning in the areas of insurance, retirement, investments, and estate planning strategies, he creates programs that allow his clients to reach their financial goals and experience a better quality of life.
Richard is a highly sought-after speaker to accountant and insurance groups, covering such topics as retirement planning, insurance concepts, investing, and estate planning strategies. A natural-born teacher, Richard also served on the faculty of the Certified Financial Planner program at Boston University for several years, where he taught the risk management/insurance course.
Believing in and practicing the ideal of maximizing individual potential, Richard has participated in two outstanding coaching programs: The Strategic Coach™ and Peak for Excellence™. Each program uniquely assists Richard in maximizing the level of service he and his organization bring to their clients while helping them to pursue the things in life that they are most passionate about.
Richard’s interests outside of work also have a significant impact on those around him, as seen through his contributions as a member of the Maccabi USA soccer team. His active participation as well as financial and mentoring support in this non-profit organization helps to enrich the lives of Jewish youth in the United States while embodying the Maccabi ideals of Jewish continuity and cultural identity through excellence in sport.
As an active participant in life, Richard enjoys being on the go, whether it’s experiencing new places while traveling, challenging himself with athletic endeavors, or watching Boston University hockey games with friends. Professionally, Richard’s impressive credentials also include receiving his Juris Doctor and Master of Business Administration from Boston University. He is a member of the Bar in the Commonwealth of Massachusetts and the State of New York.
Richard I. Shakter is a registered representative who offers securities through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC and an agent who offers annuity and insurance products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA insurance license #0C35964. AGE 145979 (06/19) (exp. 06/21)
California Insurance License #: 0C35964
Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.