Richard Forzano is the founder and president of Independent Financial Consulting, Inc. Responsible for strategic planning, accounting, investment management, and tax planning, Richard is an active leader within the firm. Serving clients in the financial industry for over 35 years, he worked with American Express Financial Services, and Parsons & Whittemore, Inc., New York, New York, prior to establishing IFC in 1992.
Aside from his Bachelor of Science degree in accounting from St. John’s University, Richard also holds his Series 24, 63, 51, 7, and Insurance licenses. His advanced studies from Baruch College concentrated in finance. An extensive knowledge of asset management and tax consulting, coupled with his decades of professional experience, have served the many medical professionals he works with well. Richard is a current member of the Financial Services Institute.
Passionate about life and all it has to offer, Richard spends his free time with his family, close friends, and playing golf.