Richard J Schrum, CFP® has over 22 years of insights and knowledge successfully managing client portfolios and navigating the ever changing markets.  As a Financial Advisor, he can leverage his knowledge of various financial companies and products to help you find the strategies that will help you pursue your unique financial goals.  He is also a CERTIFIED FINANCIAL PLANNER™ professional, which means he can help his clients with their personal or business financial planning needs.  Richard is committed to creating value for his clients and is centered on creating a better financial situation for you and your family.

Richard's financial experience began with a bachelor's degree in finance from the Cameron School of Business at the University of North Carolina at Wilmington.  He began his journey in the financial industry as a Retirement Planning Specialist and Financial Advisor for AXA Advisors in Wellesley, Massachusetts.  He also spent two years working with New York Life as a Financial Advisor working with small businesses and retirement plans.  In 2005, Richard returned back to North Carolina as an Independent Financial Advisor. In 2012 Richard became a CERTIFIED FINANCIAL PLANNER™ professional. 

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.  CFP® certificants also agree to meet ongoing continuing education requirements and to adhere to the CFP Board's Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.

Richard currently resides in Leland, North Carolina with his wife Jamie, and is truly blessed with their young son.  Richard enjoys sports, outdoor activities, working with local charities, and spending time with his family.