Richard Duda

Richard Duda CFP®

Principal
richard.duda@pinetreewealthmanagement.com
720-709-1856

Rick began his career in 1999. During the course of three major market cycles, he's engaged in thousands of client conversations, helping individuals, families and organizations grow, protect and distribute their wealth, often across multiple generations.

From 2003–2022, he served clients at Charles Schwab and Schwab Private Client Investment Advisory. Most recently, he served as a fiduciary managing over $400 million in assets, and provided customized, actively managed portfolio solutions for his clients.

In his personal life, Rick enjoys spending time with his three children. He is also involved in the community, giving time, energy and resources to support several local not-for-profits.

Strategic Partner

Independent Financial Partners is a broker-dealer and registered investment advisor. Based out of Tampa, Florida, IFP provides financial planners with a full range of technological, compliance, marketing, operational and business services. Their support gives me access to comprehensive financial planning resources and best-in-class options to serve my clients’ individual interests. I can also leverage IFP’s nationwide network of financial, legal and insurance experts to help address even the most complex issues my client may face.