The owner of the Company and sole investment adviser is Richard P. Slater, CFP®. He has acted as the president of the Company since its inception in 2008.
Richard Slater was born in Syracuse, NY and obtained a BS in mathematics from Empire State College, S.U.N.Y. He moved to Reston in 1997 with his wife, Ellen Douglas. Richard received an Executive Certificate in Financial Planning from Georgetown University in 2005 and is a CERTIFIED FINANCIAL PLANNER™ professional.
1900 Campus Commons Drive Reston, Virginia 20191 703.766.5720
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements