Rich Weisberg is the President and Financial Advisor of Weisberg Wealth Management, a branch that strives to deliver exceptional financial services. With a focus on providing a quality client service experience, Rich brings a strong work ethic and unwavering commitment to accessibility in his role as a financial advisor.

Placing the interests of his clients ahead of all else, Rich ensures that their financial goals and aspirations take center stage. He specializes in both retirement plans on the institutional side and personal finances of both working professionals and retired individuals. With his extensive knowledge and experience, he guides his clients towards sound financial decisions and helps them navigate complex financial landscapes.

Rich's expertise in retirement planning is showcased by his Chartered Retirement Plans Specialist™designation, which exemplifies his deep understanding of the intricacies involved in helping individuals prepare for their post-work years. A graduate of The Ohio State University, Rich earned a Bachelor of Science degree before embarking on a successful career in the financial industry.

Prior to his current position, Rich held prominent roles at Merrill Lynch and UBS Financial Services, including senior vice president wealth management, wealth advisor, senior retirement plan consultant, and endowment and foundation consultant. These roles allowed him to hone his skills and gain invaluable insights into the diverse needs of his clientele.

On a day-to-day basis, Rich meets with clients to discuss the ins and outs of their financial plans, diligently working towards their financial well-being. His dedication extends beyond regular office hours, as he willingly accommodates the needs of his clients in different time zones, scheduling meetings as early as 5:30 in the morning or after hours.

Beyond his professional endeavors, Rich is an active member of his community and deeply invested in making a positive impact. He has served on the boards of the Ohio State University Alumni Association, the Economic Development Council of Collier County, The Conservancy of Southwest Florida, and the Chabad of Naples. He is also a graduate of Leadership Collier Class of 2017. Currently, Rich is on the advisory Council of the STARability Foundation and serves as a Commissioner for the State of Florida for Mental Health and Substance Abuse.

When he's not assisting clients or engaging in community service, Rich indulges in his hobbies, which include weightlifting, boating, and traveling. These activities provide him with the perfect balance to rejuvenate and pursue his passion for staying physically active and exploring new places.

Rich has been a resident of Naples, Florida since 1989 and shares his life with his loving wife Adrianne. He considers himself a devoted family man and cherishes the moments spent with his three children, Catlyn, Chloe, and Elizabeth.

With his unwavering dedication to his clients' financial success, his extensive experience, and his active involvement in the community, Rich Weisberg strives to be a trusted advisor and advocate, guiding individuals and institutions towards a prosperous future.