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Wrong Richard Fichtel?

Richard J. Fichtel

Director of Investments

Graf Financial Advisors LLC

HQ Phone:  (973) 633-9199

Email: r***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Graf Financial Advisors LLC

1680 Route 23 ~ Suite 110

Wayne, New Jersey,07470

United States

Company Description

Graf Financial Advisors, LLC ("GFA") is a Fee-Only financial advisory and wealth management firm located in Wayne, New Jersey. We have been helping people make sound financial and investment choices that improve the quality of their lives since 1996. Acting ... more

Find other employees at this company (4)

Background Information

Employment History

Manager of Pension Investments

Ingersoll-Rand Company


Adjunct Professor

Fairleigh Dickinson University


Affiliations

Wyeth

Assistant Treasurer, Benefit Plan Investments


Modera Wealth Management LLC

Financial Advisor


American Institute of Certified Public Accountants Inc

Member


CFA Institute

Member


NY Society of Security Analysts

Member


Education

Financial Planning Certification Program

Fairleigh Dickinson University


BS

Management

St. John's University


MBA

Accounting

NYU Stern School of Business


Web References(3 Total References)


Modera Wealth Management | Richard J. Fichtel

www.moderawealth.com [cached]

Richard J. Fichtel
Modera Wealth Management | Richard J. Fichtel Richard J. Fichtel Richard J. Fichtel CPA, CFA, CFP® Financial Advisor Richard Fichtel is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients' progress in working towards their financial and investment goals. Rich has experience in all areas of financial planning, including retirement planning, tax planning and risk management. Rich also serves on Modera's Investment Committee. Prior to joining Modera, Rich worked at Graf Financial Advisors, LLC as its Director of Investments. Prior to Graf Financial Advisors, Rich was Assistant Treasurer, Benefit Plan Investments, at Wyeth for more than 14 years. In that role, his primary responsibilities included managing the investments of Wyeth's $4.0 billion defined benefit pension trust and overseeing $3.0 billion in 401(k) plan assets, as well as advising the company's foreign subsidiaries and affiliates on investment matters. He served as Secretary of the Wyeth Investment Committee, a board-appointed body assigned fiduciary oversight of the company's U.S. and Puerto Rico retirement plan investments, and also served on the Wyeth-Canada Pension Committee and the Wyeth-U.K. Trustee Investment Subcommittee. Rich has spoken at a number of investment conferences and plan sponsor association meetings regarding large-scale investment transitions and the role of passive strategies in institutional portfolios. Prior to Wyeth, Rich was Manager of Pension Investments at Ingersoll-Rand Company. In addition to his pension and savings plan-related duties, he conducted personal finance and investing workshops at many of Ingersoll-Rand's U.S. locations to promote financial literacy and greater familiarity with the company's retirement benefit program among the its employees. Rich is a Certified Public Accountant (CPA) and possesses the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®®) certification. He is a member of the American Institute of Certified Public Accountants (AICPA) and the CFA® Institute and the NY Society of Security Analysts (NYSSA). Early in his career as a CPA, he worked as an independent auditor for Deloitte, Haskins & Sells and as an internal auditor for Capital Cities/ABC and CBS. Rich is currently serving as an Adjunct Professor at Fairleigh Dickinson University in its Financial Planning Certification Program. He has taught Principles/Insurance, Investment Planning and Tax Planning. Rich earned an M.B.A. in Accounting from the NYU Stern School of Business and a B.S. in Management from St. John's University. Rich financed the full cost of his education with income earned as a professional musician and music instructor. Outside of the office, Rich enjoys playing the drums and is a fitness enthusiast.


Graf Financial Advisors - Meet The Team

www.graffinancialadvisors.com [cached]

Richard Fichtel
Richard J. Fichtel, CPA, CFA, CFP® Director of Investments Mr. Fichtel is a Certified Public Accountant (CPA) and possesses the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Prior to joining GFA, Mr. Fichtel was Assistant Treasurer, Benefit Plan Investments at Wyeth for approximately 15 years. In that role, his primary responsibilities included managing the investments of Wyeth's $4.0 billion defined benefit pension trust and overseeing $3.0 billion in 401(k) plan assets, as well as advising the company's foreign subsidiaries and affiliates on retirement plan investment matters. Mr. Fichtel served as Secretary of the Wyeth Investment Committee, a board-appointed body assigned fiduciary oversight of the company's U.S. and Puerto Rico retirement plan investments, and also served on the Wyeth-Canada Pension Committee and the Wyeth-U.K. Trustee Investment Subcommittee. Mr. Fichtel has spoken at a number of investment conferences and plan sponsor association meetings regarding large-scale investment transitions and the role of passive strategies in institutional portfolios. Prior to joining Wyeth, Mr. Fichtel was Manager of Pension Investments at Ingersoll-Rand Company ("I-R"). In addition to his pension and savings plan-related duties, he conducted personal finance and investing workshops at many of I-R's U.S. locations to promote financial literacy and greater familiarity with the I-R retirement benefit program among the company's employees. He is a member of the American Institute of Certified Public Accountants (AICPA), the CFA Institute and the NY Society of Security Analysts (NYSSA). Early in his career as a CPA, Mr. Fichtel worked as an independent auditor for Deloitte, Haskins & Sells and an internal auditor for Capital Cities/ABC and CBS. He earned an MBA in Accounting from the NYU Stern School of Business and a BS in Management from St. John's University. Rich financed the full cost of his education with income earned as a professional musician and music instructor. In his spare time, Rich enjoys playing the drums and is a fitness enthusiast. When his children were younger, he coached them in baseball, basketball and hockey.


Modera Wealth Management | Richard J. Fichtel

moderawealth.com [cached]

Richard J. Fichtel
Richard J. Fichtel CPA, CFA, CFP® Financial Advisor Richard Fichtel is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients' progress in working towards their financial and investment goals. Rich has experience in all areas of financial planning, including retirement planning, tax planning and risk management. Rich also serves on Modera's Investment Committee. Prior to joining Modera, Rich worked at Graf Financial Advisors, LLC as its Director of Investments. Prior to Graf Financial Advisors, Rich was Assistant Treasurer, Benefit Plan Investments, at Wyeth for more than 14 years. In that role, his primary responsibilities included managing the investments of Wyeth's $4.0 billion defined benefit pension trust and overseeing $3.0 billion in 401(k) plan assets, as well as advising the company's foreign subsidiaries and affiliates on investment matters. He served as Secretary of the Wyeth Investment Committee, a board-appointed body assigned fiduciary oversight of the company's U.S. and Puerto Rico retirement plan investments, and also served on the Wyeth-Canada Pension Committee and the Wyeth-U.K. Trustee Investment Subcommittee. Rich has spoken at a number of investment conferences and plan sponsor association meetings regarding large-scale investment transitions and the role of passive strategies in institutional portfolios. Prior to Wyeth, Rich was Manager of Pension Investments at Ingersoll-Rand Company. In addition to his pension and savings plan-related duties, he conducted personal finance and investing workshops at many of Ingersoll-Rand's U.S. locations to promote financial literacy and greater familiarity with the company's retirement benefit program among the its employees. Rich is a Certified Public Accountant (CPA) and possesses the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®®) certification. He is a member of the American Institute of Certified Public Accountants (AICPA) and the CFA® Institute and the NY Society of Security Analysts (NYSSA). Early in his career as a CPA, he worked as an independent auditor for Deloitte, Haskins & Sells and as an internal auditor for Capital Cities/ABC and CBS. Rich is currently serving as an Adjunct Professor at Fairleigh Dickinson University in its Financial Planning Certification Program. He has taught Principles/Insurance, Investment Planning and Tax Planning. Rich earned an M.B.A. in Accounting from the NYU Stern School of Business and a B.S. in Management from St. John's University. Rich financed the full cost of his education with income earned as a professional musician and music instructor. Outside of the office, Rich enjoys playing the drums and is a fitness enthusiast.


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