Richard Jakotowicz Jr

Richard Jakotowicz Jr is an accomplished finance professional with extensive experience in financial planning and wealth management. Currently serving as the Director of Financial Planning at Benchmark Financial since May 2018, Richard leads a fiduciary practice prioritizing client interests. Concurrently, Richard holds the position of Director of Financial Planning & Wealth Management at the University of Delaware, contributing to experiential learning and technology integration in financial planning education since August 2008. Previous roles include Senior Wealth Manager at TIAA-CREF Financial Services and Global Investment Specialist at J.P. Morgan Private Bank. Richard's academic background includes a Master's degree in Finance from the Alfred Lerner College of Business & Economics at the University of Delaware, along with various other credentials in financial planning and management.