We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Rich Policastro is the President of Round Table Wealth Management. Rich is responsible for leading the firm’s strategic business initiatives, overseeing staff and professional management, and enhancing the company’s overall operational efficiencies.
Rich has over 30 years of experience in the financial services industry. Prior to joining Round Table Wealth Management, he has held strategic senior management sales and relationship management leadership roles for two of the largest national broker-dealers in the industry that provide custody, clearing, and consulting solutions to independent Registered Investment Advisors (RIAs), Broker-Dealers and Family Offices.
Rich graduated from Fairleigh Dickinson University with a Bachelor of Science in Finance. In addition to his undergraduate studies, he was on the active roster of the FDU baseball team earning the status of Co-Captain and was awarded MVP status.
Rich and his wife Carol are the proud parents of their two children Christine and Michael. He and his family enjoy spending time together on the Jersey Shore and sharing their home with Carlie, their golden retriever.
CERTIFIED FINANCIAL PLANNER™ (CFP®) refers to the certification owned and awarded by the Certified Financial Planner Board of Standards, Inc. A CFP® professional is trained in the area of financial planning, estate planning, taxes, investments, insurance, and retirement planning. The role of a CFP® professional is to integrate all of these disciplines creating a plan that serves the best interests of you and your family.