Richard Elliott

Sr. Lead Planner

Rich has over twenty five years of experience, partnering with clients to achieve financial independence. This includes time spent preparing individual tax returns. He has been a Certified Financial Planner since 1996, has an undergraduate degree in finance from the University of Massachusetts at Amherst, and an MBA from Boston College. He believes strongly in financial literacy, and strives to improve his clients understanding of financial planning concepts.

Education: Boston College (MBA), UMass Amherst (BS)

View my professional bio information and my Form ADV Part 2B

"Procrastination is one of the most common and deadliest of diseases, and its toll on success and happiness is heavy.” - Wayne Gretzky

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Get to know Richard

My twins Connor and Madison at age seven.

My daughter Madison’s high school graduation.

My son Connor’s high school graduation.

My fiancée Talia and me.

Who inspires you?

Tom Brady

What are you passionate about?

Health and fitness

What is your favorite family tradition?

Homemade apple pie

What are you currently watching on Netflix?

Living with Myself

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.