Richard S. Levitz, CLU®, ChFC®, CFP®
Rick joined GCG Financial, LLC in 1992 and is the Managing Partner of GCG and President of GCG’s Wealth Management Group. In his role as Managing Partner, Rick is responsible for overseeing the firm’s entire operations. As President of the Wealth Management Group, Rick is responsible for the services provided to GCG’s individual insurance, investment and financial planning clients.
As the national Practice Leader for Alera Wealth Management, Rick is responsible for wealth management services offered throughout Alera Group, including individual insurance, investment and financial planning. Rick’s areas of focus include life insurance, estate planning, business succession and executive compensation strategies. In addition, Rick continues to work directly with clients focusing on complex planning needs for high net worth individuals.
Education: BSBA in Finance from the University of Denver; Magna cum laude, University of Illinois College of Law
Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.