Richard C. Morrow, CPA, CFP®
Principal | Senior Financial Advisor, HBKS Wealth Advisors
Rich is a Principal in the Youngstown, Ohio office of HBK. Rich began his public accounting career in 1991, joined HBK in 1994 and then joined HBKS® Wealth Advisors in 2000. Rich has extensive experience in comprehensive financial planning, estates and trusts, income tax, retirement planning, and asset management services. He serves a variety of clients from individuals to business entities.
Education
- BS in Accounting and Pre-Law, Ohio University
- CERTIFIED FINANCIAL PLANNER™ certificant (CFP®) awarded by the Certified Financial Planner Board of Standards
- Certified Public Accountant (CPA)
- NASD Series 7 and 66 Licenses
Associations
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Ohio Society of Certified Public Accountants (OSCPA)
- Member, Financial Planning Association (FPA)
- Treasurer/Board Member, Salvation Army
- Board Member, Rescue Mission of Mahoning Valley