Richard Lewis, AIF®, CDFA® | Private Wealth Manager

Richard Lewis

Richard Lewis is a Private Wealth Manager for The Nulman Group. He works closely with entrepreneurs, business owners, corporate executives and their families to address complex financial needs. Richard heads the financial planning portion of the Nulman Group. Combining technology with comprehensive financial planning, The Nulman Group creates cash flow analysis plans to show the future impact of spending habits. By helping to plan for retirement and creating life time goals for clients, Richard creates a path to financial freedom for each of his clients. He also designs and manages The Nulman Group's marketing efforts to focus on enhancing the client experience. While attending Syracuse University, he dual majored in Finance and Entrepreneurship. He was a member of the Syracuse Rugby team.

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