Richard E. Thibodeau, CPA/PFS; JD
Investment Advisor Representative
Experience
Rick brings over 30 years of financial and tax experience to his position as Managing Director of Filomeno Wealth Management, LLC.
He has been the Filomeno and Company Director of Personal Financial Services since 2004 when he merged his company, Thibodeau Financial Advisors, LLC, with the firm. His practice area provides tax and financial services to clients with particular emphasis on investment planning and management.
Thibodeau Financial Advisors, a registered investment adviser, was formed in 1992. The firm provided income, estate, investment and financial planning services to successful individuals and families. Before starting his own firm Rick was a tax partner with Coopers & Lybrand, the international tax and accounting firm.
Education and Accreditations
Personal Financial Specialist (1991)
Certified Public Accountant (1980)
University of Connecticut School of Law, JD (1978)
United States Military Academy, BS (1970)
Professional and Civic Affiliations
Member of American Institute of Certified Public Accountants (AICPA);
Member of Connecticut Society of Certified Public Accountants (CSCPA);
Member of the Program Committee and past Director of the Hartford Estate and Business Planning Council;
Past President of the West Point Society of Connecticut;
Past member of the Professional Advisory Committee of the Hartford Foundation for Public Giving
More about Rick
Married to Mary Ellen; son Matthew and his wife Jody; daughter Jessica
Avid bicycle rider, traveler and Red Sox fan
email address: ret@filomenowealth.com
