Richard (Rick) recently merged Carson Choice Retirement Solutions, Inc., with Brumbaugh Wealth Management to further expand his team, add more office locations, and increase investment options available to clients.
Rick has over 35 years of experience in helping people plan for their financial future. He is the founder and
President of Carson Choice, a Registered Investment Advisory firm in Bala Cynwyd, Pennsylvania where his team provides corporate clients and individuals with holistic financial planning solutions.
Rick is well known for the time he dedicates to helping educate both clients and corporations about the
importance of financial planning. He coauthored 'What Do you Mean, I’m Responsible?', a book with the sole purpose of helping company plan sponsors better understand their fiduciary responsibility and empowering their employees to take responsibility for both themselves and their own personal retirement.
Rick has been a frequent guest on WCAU Radio in Philadelphia and has given more than thirty financial workshops. Rick maintains a Series 65 securities registration as well as life and health licenses. He is also a member of the National Association of Plan Advisors and the Better Business Bureau.
On a personal level, Rick has been married for nearly forty years. He and his wife, Liz, are grateful parents of two very kind and thoughtful daughters, Emily and Julie.
*Richard Carson is a Non-Registered Associate of Cetera Advisor Networks LLC