Richard L Cahill, MRFC®, AIFA®, CPFA®, RICP®, NQPC™
Founder and Wealth Advisor
Master Registered Financial Consultant® (MRFC®) Retirement Income Certified Professional® (RICP®)
Accredited Investment Fiduciary Analyst® (AIFA®) Accredited Investment Fiduciary® (AIF®)
Certified Plan Fiduciary Advisor® (CPFA®)
Richard L. Cahill is the Founder and a Wealth Advisor of The Cahill Group®. Richard graduated from the Honors Program at Boston College's Carroll School of Management with a Bachelor’s Degree in Finance, including one year of studies at the London School of Economics in the United Kingdom. Richard’s professional experience includes five years at JPMorgan Securities as a Vice President and Financial Advisor at both the company headquarters and the Chrysler Building branch, as well as advisory roles at Fidelity Investments and Merrill Lynch. Richard started his career as an investment banking analyst in the Financial Institutions Group at JPMorgan Securities.
In 2013, Richard created The Cahill Group® to serve all the financial planning needs of his clients, with a particular focus on retirement income and planning. While still servicing his high net worth clients, Richard is now specializing in customized retirement plans for independent contractors, primarily real estate agents. Through education and a disciplined process, Richard has made a significant impact on this frequently under-served community of independently-employed professionals and plans to expand his efforts in 2022. Richard lives and works on the upper east side; he and his wife Nicole welcomed a son, Henry, in 2016.
Licenses:
- Investment Advisor Representative
- Series 7 securities registration
- Series 66 securities registration
- Life and health insurance license
Member of the following organizations:
- Greater New York Mensa (Current) - Executive Board Member and Secretary of the Board
- Rippowam Cisqua School Alumni Association (RCSAA) - Treasurer
- The Alumni and Friends of London School of Economics (AFLSE)- (lifetime member)
- National Association of Plan Advisors(NAPA) (2016)
- The Young Professional Network for the non-profit Let's Get Ready (2005-2007)- Director
- Finance Subcommittee of the New York Chapter of The Boston College Alumni Association Chairman
- Manhattan BNI Chaper 49 (2017-2019)- Vice President