How does the advisor help clients – Key Takeaways:
RICHARD P. DOLEVA & ASSOCIATES offers personalized financial advice and services to help their clients achieve their financial goals. They use their expertise and experience to provide tailored solutions that meet the unique needs of each client. This includes comprehensive financial planning, investment management, and retirement planning.
The firm believes in building long-term relationships with their clients and takes a holistic approach to financial planning. They take the time to understand each client’s financial situation, goals, and risk tolerance before creating a customized plan. They also provide ongoing support and guidance to help clients navigate any changes or challenges that may arise.
Facts and Insights
RICHARD P. DOLEVA & ASSOCIATES has been in business for over 20 years and has a team of experienced financial advisors. They have helped numerous clients achieve their financial goals and have built a reputation for providing exceptional service and financial expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 20 years |
Financial Services Offered
RICHARD P. DOLEVA & ASSOCIATES offers a range of financial services to their clients, including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Risk management
- Tax planning
- Education planning
Client Types
The firm works with a diverse group of clients, including high-net-worth individuals, families, and business owners. They also serve clients from various industries and professions, including doctors, lawyers, and entrepreneurs.
Fees & Compensation
RICHARD P. DOLEVA & ASSOCIATES operates on a fee-only basis, which means they do not earn commissions from selling investment products. Instead, they charge a percentage of the assets they manage for clients or a fixed fee for financial planning services. This fee structure is transparent and ensures that the firm’s interests are aligned with those of their clients.
Background
The founder of RICHARD P. DOLEVA & ASSOCIATES, Richard Doleva, has over 30 years of experience in the financial services industry. He holds a Bachelor of Science in Finance and a Master of Business Administration from reputable universities. He is also a Certified Financial Planner™ professional and a Chartered Financial Analyst® charterholder.
Financial Advisor Disclosures to Know
RICHARD P. DOLEVA & ASSOCIATES has a clean record with the Securities and Exchange Commission (SEC) and any other regulatory agencies. They have no disclosures or disciplinary actions that would affect their ability to provide financial advice to clients.