Richard Kurlantzick

Richard Kurlantzick
Financial Consultant Truist Investment Services, Inc.

11600 Plaza America Dr

Reston, VA 20190-4700

About me

Background

I’m a Vice President with Truist Investment Services, Inc. and Financial Consultant with Truist, serving clients in the greater Washington area with the experience and knowledge I’ve gained in my 19 years in the financial services industry.

Investment Advisor Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor’s Degree – Psychology
Rutgers College 1976 1980

Personal Interests

Beyond managing my clients’ wealth, I have a passion for gourmet cooking, music, health and fitness, and American history.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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