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ABOUT US

OVERVIEW

OVERVIEW

We create strategies that are tailored to your needs and goals.

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OUR PROFESSIONALS

OUR PROFESSIONALS

Years of experience have prepared us to guide you through your life transitions.

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OUR CULTURE

OUR CULTURE

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Meet our team of experienced professionals.


Most hold various professional designations, and qualified representatives are licensed to offer a variety of investment and insurance strategies.

Richard Shakter

Financial Advisor
JD, CLU, CFP, AIF, CPFA®

CA Insurance License #0C35964


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.

 

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Richard I. Shakter is a registered representative who offers securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Financial Compass Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CFP® and CERTIFIED FINANCIAL PLANNER TM 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. CA Insurance License #0C35964 AGE AGE-5765054.3 (Exp. 05/2026).

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