Richard C. Salmen, CFP®, CFA, EA Family Investment Center, Inc.

Contact this advisor

About Richard C. Salmen, CFP®, CFA, EA

An experienced fee-only financial planner and servant leader, I guide a team that helps hundreds of families across the United States fulfill their dream of reaching financial independence. Our focus on middle and upper-middle class clients allows us to provide holistic, fiduciary advice on a fee-only basis to those who previously did not realize such a service existed.

Peter Drucker, the famous management guru was quoted as saying, “In a few hundred years, when the history of our time will be written from a long-term perspective, it is likely that the most important event historians will see is not technology, not the Internet, not e-commerce. It is an unprecedented change in the human condition. For the first time, literally, substantial and rapidly growing numbers of people have choices. For the first time, they will have to manage themselves. And society is totally unprepared for it.” By leading our clients through understandable systems and processes we coach them to use money more effectively to realize a satisfying and fulfilling life. We strive to be a vital resource providing clarity and focus in our clients’ complex financial lives.

My passion for leadership led to a natural transition to serving the financial planning profession. During my tenure on the Financial Planning Association (FPA) national board I served as national President in 2009. The financial crisis that emerged during my service set the stage for my current volunteer leadership journey. FPA, NAPFA and the CFP Board started formally working together to advance the financial planning profession. The Financial Planning Coalition that resulted has been a powerful voice for protecting the public.

I currently serve as the 2018 Chair of the CFP® Board national board of directors. Our mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical financial planning resonates deeply with me.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Holistic Financial Planning
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $50+/mo
  • AUM: .75%+

SEC Records

States Registered

  • Indiana
  • Iowa
  • Kansas
  • Missouri
  • Nebraska
  • New Hampshire
  • Texas

Loading...