Focusing on helping safeguard clients from the potential financial risks they face, Richard Milella has dedicated his career focus to navigating the exposures that threaten people’s wealth.
Richard F. Milella began his career in financial services in 1986 and quickly developed a reputation as “advisor to the advisors” – cultivating a clientele of attorneys, bankers, investment bankers and Wall Street executives with his unique approach. Throughout his career he has been recognized for experience in elder care concerns, safe-retirement income strategies, and asset protection, and holds both the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College.
Richard completed his undergraduate studies at the State University of New York at Stony Brook and, following honorable discharge from the United States Navy, he spent his post-graduate studies at Middlebury College in Vermont and the Graduate Center at City University of New York.
He moved his primary office from Wall Street to Long Island, New York in 1995 to be closer to home and family, but continued to build upon existing relationships to expand his practice. Soon after, he was sought out by MetLife to participate in specialized training and education through MetDESK – their Division of Estate Planning for Children with Special Needs.
In 2006, word of Richard’s accomplishments reached Fran Tarkenton, Chairman & CEO of Tarkenton Financial, LLC, renowned professional athlete, and trusted business leader. Fran invited him down to his Atlanta headquarters to meet and view his operation firsthand, resulting in a relationship that continues to this day.
When he is not helping others fund and protect their retirements, Richard devotes time to assisting families in funding their children’s college education. He accomplishes this as founder and managing director of the nonprofit organization L.I.F.E. (Long Island Funding for Education), as well as USA College Financial Planning. He also serves as president of JNR Financial Risk Management, Ltd., a firm focusing on safe money financial strategies for people who want to avoid risk.