I enjoy helping people prepare for a successful financial future.

Richard La Voie

Partner

Richard La Voie, CFP®

Partner

Focus Area

Investment Selection & Analysis

Rich’s Story

Rich was born and raised in Geneva NY, a small town that is part of the Finger Lakes Region. A mediocre student in High School Rich found his calling his Senior Year in Economics Class. The class offered a stock picking competition and this is where Rich found his passion for investments. He won the competition and began thinking about having a career in finance. The following year after being accepted to SUNY Oswego Rich picked up a double major in Finances and Economics. After four years of studies, Rich graduated Magna Cum Laude, which would have surprised many of his teachers from High School. Rich says he found something he truly loved studying and the grades were a result of trying to learn as much as possible about the disciplines.

Ready to join the working world Rich moved to Syracuse began taking exams for his professional licenses and working for AXA Advisors while finishing his last semester of school. While at AXA Rich started his career helping public school employees establish retirement plans. As the years progressed Rich expanded his knowledge base through many professional enrichment programs. Rich studied Modern Portfolio Theory at the Harvard Faculty Club in Cambridge Massachusetts as well as getting a certification as a Retirement Planning Specialist from the Wharton School of Business. His proudest professional achievement is completing the curriculum and passing the exams for the CERTIFIED FINANCIAL PLANNERTM professional designation. Rich believes this is the highest credentials a Financial Advisor can earn and shows his commitment to the profession as a lifelong endeavor.

In 2014 Rich and his partners decided it was time to “strike it out on their own” and formed the CenterBridge Planning Group. The group left AXA Advisors and chose to use Commonwealth Financial Network as their Broker/Dealer. The group was impressed with Commonwealth’s commitment to putting the client first and independence from a large public corporation. Rich has been very impressed with the values Commonwealth fosters and the people in the organization that help him run his practice. He looks forward to being part of the organization for the rest of his career.

Education

SUNY Oswego, BA

Credentials

Certified Financial PlannerTM (CFP®)

Wharton Certified Retirement Planning Specialist

About Rich

Rich moved back to Geneva NY in 2008 and is a very active participant in his local community. He is a member of many organizations in the area and in his free time enjoys golfing, traveling, softball and the lake life the Finger Lakes affords.

Contact

P: (315) 760-3370

E: rlavoie@centerbridgepg.com

Meet the rest of the team.

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

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