Richard J. Petrucci, Jr.

JD, CFP®, Partner

About Rick

Richar J. Petrucci, Jr.
Experience

Rick provides clients with helpful consultation and planning. From estates, gifts and trusts, through comprehensive individual and business planning, he works to provide you with options and guidance that best fits your objectives. Your unique and evolving circumstances require personalized and unique solutions.

Rick provides a valuable perspective because the firm knows your finances and your circumstances, and as these change, he modifies your plan. It is not a static process, but one that is shaped by life and/or work events such as marriage, birth of a child, divorce, property acquisition, inheritance, special needs, partner buy-out, etc.

Regardless of your income, or financial complexity, Rick will demonstrate why planning ahead can give you greater control, tax savings, privacy, and security of your wealth and, if desired, your legacy. You can see the full-range of services he provides by viewing Estate planning, Gifts and Trusts services, which Rick oversees.

Education & Professional Designations

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  • Hofstra University School of Law – Juris Doctor, 1991
  • Bryant University – Bachelor of Science in Business Administration degree, cum laude, double major: Accounting & Finance, 1988
  • CERTIFIED FINANCIAL PLANNER™, 1997
  • Admitted to the Rhode Island Bar, 1991
  • Admitted to the Massachusetts Bar, 1993
  • Inactive CPA license (recertification in process)
Professional Associations & Activities
  • Rhode Island Bar Association, Probate & Trust Committee, member & past co-chairperson
  • Financial Planning Association, Rhode Island Chapter, member and past chairperson
  • Estate Planning Council of Rhode Island, member

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