M. Guy Riccardi is a senior financial planner at United Asset Management. M. has over 20 years of experience in the financial planning industry. M. previously worked at United Retirement Consultants, Inc. and United Asset Strategies, Inc.
M. Guy Riccardi graduated from Drew University with a Bachelor of Arts in Economics.
Some of their coworkers include Christine E. Nardella - Financial Planning Associate, Shane Miller - Senior Financial Planner. Their manager is Erin A. Gibbons, Executive Director, Financial Planning.
Current role
Senior Financial Planner, Regional Director Oregon at Evergreen Gavekal
Senior Financial Planner at United Asset Management
Senior Financial Planner & Analyst at Tasteful Selections LLC
Senior Financial Planner at ProVise Management Group, LLC.
Senior Financial Planner at Sanlam
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