Rich Gustafson

Rich Gustafson is a Retirement Income Planning & Medicare Specialist at OneTeam Financial. Rich has over 10 years of experience in the financial industry and has been with OneTeam Financial since 2016. Prior to that, they worked at Atlas Advisory Group as a financial advisor.

Richard works closely with clients to design comprehensive, flexible financial plans in order to optimize their wealth. Rich tailors each client’s investment portfolio to meet their unique goals and objectives while minimizing risk. The financial world is constantly in flux and Richard takes pride in educating their clients and their advisors on how the changing investment landscape will impact their ability to plan for the future.

To better prepare their clients in planning for retirement, Mr. Gustafson has acquired the National Social Security Association designation and is a member of NAMSA.

Rich Gustafson went to Rutgers University for their undergraduate and graduate degrees.

Rich Gustafson reports to Dave Buckwald, CEO & Founder. They are on a team with Jeffrey Costello - Founding Partner, Retirement Income Planning & Employee Benefits, Greg Dillon - Managing Partner, Wealth Management & Retirement Income Planning, and Ash Ahluwalia - Head of Social Security Planning.