Richard Pencek, CERTIFIED FINANCIAL PLANNER™, joined the Legacy team in 2003. Rich is a Series 7 (general securities) & Series 66 registered professional and works primarily with individuals who are planning for or already enjoying their retirement. Rich is also licensed in health and life insurance.
Rich prides himself on the relationship building side of financial planning. He enjoys becoming a friend to his clients, learning about their dreams and goals, and then actively participating in the disciplined process of reaching those goals.
Continuing education allows Rich to stay on top of the latest in available products and technology. He is proficient in researching, managing and monitoring investments, and utilizing available data in developing financial strategies.
When not working, Rich enjoys family time with his wife, Jill, and their two daughters. He is active in the community through his church and children’s schools as well as playing and coaching sports.