Richard Artzi, CRPC® Managing Director
Richard Artzi is a Managing Director with ACG Wealth. Richard provides comprehensive personal investment and advisory strategies. His focus is on private wealth management with customized and individual attention to each client, leading to the establishment and achievement of long-term financial goals. His consultative approach leads him to seek to understand your vision, your preferences and your unique circumstances before he formulates the wealth strategy that helps to achieve your goals and objectives. He works with individuals, families, endowments, charities, and business owners to ensure that financial goals, objectives, and guidelines are continuously achieved.
Richard began his financial services career as a trading clerk on the trading floor of the Boston Stock Exchange. In 1997, while with Morgan Stanley, Richard moved to Atlanta where he began to grow his financial planning practice. After three years, he transitioned to CUNA Brokerage, where he became one of the more recognized financial advisors within the company. He was the recipient of multiple Gold Medallion Awards for Excellence as well as President’s Counsel Awards from many of the firm’s strategic partners. Most recently, Richard received the prestigious Five Star Award from Atlanta Magazine as one of the top Wealth Managers in Atlanta. This was his fifth consecutive year receiving this honor.
Richard and his wife Lea have two children, Mya and Nate. Rich enjoys hiking, playing golf and tennis, as well as watching his kids play their sports.
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CRPC Designation-Chartered Retirement Planning Counselor
Series 7-General Securities Representative
Series 63-Uniform Securities Agent State Law Examination
Series 65-Uniform Investment Advisor Law Examination
Life, Accident Sickness and Health and Variable Products Licensed
Bachelor of Science degree from Northeastern University, Boston MA