Our Team

Richard Pascuzzi, CWS®
Co-Founder

For over 3 decades, Richard has helped affluent families address their financial concerns and develop sound financial strategies by focusing on each individual's needs. With extensive experience throughout major shifts in the markets, Richard has dedicated his career to delivering the personalized investment planning services and estate planning services his clients need and deserve.

Richard began his career with Merrill Lynch in 1980, where he developed his fundamental investment knowledge. It was honed even further in 1984 when he moved to Prudential Securities and was soon made one of the youngest Senior Vice Presidents in the history of the firm. In 1992 he joined Prospera Financial as a Senior Vice President and currently serves as a managing director. In 2006 he earned his Certified Wealth Strategist (CWS) certification by completing an approved educational program and meeting stringent experience requirements.

Richard has always had a passion for learning. He graduated from Texas Christian University in 1978, earning a BBA in Business Management and was awarded the prestigious Senior Scholar award. Richard has lived in the Dallas Ft Worth metroplex since 1971 and loves the area. He also enjoys getting away with his wife to Colorado where they hike, fish and occasionally ski.

Richard and his wife were married in 1979 and currently live in Richardson, Texas. He spends his free time with his family which includes his daughter, his son and daughter-in-law and their two girls. He is active in his church and currently serves on several charitable boards, but his greatest joy is spending time with his two granddaughters.