About Richard Punturo

Rick Punturo is founder and president of Punturo Financial Services. He is a Certified Public Accountant and Certified Financial Planner™ professional that uses his talents to provide sensible investment advice to clients. Rick is a veteran of the industry with over 20 years of experience. Clients use Rick’s services because of his unique perspective on investments; his tax and accountancy background lends insight to the tax implications of any investment strategy.

Rick’s career started shortly after graduating from Hofstra University with a bachelor’s degree in accounting. He earned his CPA certificate and began providing quality tax and accounting services to businesses and individuals. As Rick grew into his role, he realized there was a distinct lack of tax-oriented investment professionals.

Conscious of this deficiency, Rick became a CFP® professional and attained the FINRA Series 7 and 66 licenses as well as a New York life and health insurance license. He specializes in comprehensive financial solutions with an emphasis in investment management, retirement, and estate planning.

Rick is a member of the Financial Planning Association® and Personal Financial Planning section of the American Institute of CPAs. Outside of work, his primary focus is his family. Rick has coached his children’s sports teams and is a fitness enthusiast.