Richard Shields, CFP®
Financial Advisor, Chief Executive Officer
Richard has been in the financial services industry for over 30 years. A native of Arizona, he graduated from Northern Arizona University, with a Bachelor of Science in Business. Richard has prided himself on building a firm that focuses on the individual needs of his clients. He is firmly committed to achieving his clients' goals.
Richard holds the elite designation of CERTIFIED FINANCIAL PLANNER™ professional, and is an active member of the Phoenix Chapter of the Financial Planning Association. Richard understands the importance of education, and is committed to educating his clients through seminars, workshops and classes. Richard believes his greatest professional achievements come from the realizations of his client’s dreams. He helps his clients achieve these dreams through his holistic approach to financial planning and through his RIA firm, Synergy Financial Group of Arizona, and his affiliation as a registered representative with United Planners.
In his spare time, Richard enjoys riding his bright yellow, GL 1800, Gold Wing Motorcycle. He is also an active bicyclist and participates in local cycling events. He actively participates in community events and contributes to many local and national charities.