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Santa Fe, New Mexico Office
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Richard Caw is passionate about providing comprehensive, big-picture financial planning that helps clients make informed decisions across every financial aspect of their lives. He enjoys guiding individuals and families through everything from major milestones like retirement and estate planning to everyday choices like how to purchase a car—ensuring all pieces of their financial puzzle align.
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Richard began his career in the financial industry in 1995 and joined a fee-only Registered Investment Advisory firm in 1999. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2000 and became a partner at the firm, where he remained until early 2023. Most recently, before joining EP Wealth Advisors, he joined Better Money Decisions in March 2023, bringing decades of experience in investment advisory and planning.
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In addition to his CFP® certification, Richard completed the Accredited Investment Fiduciary (AIF®) program in 2001, further reinforcing his commitment to client-first planning and fiduciary standards.
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Richard and his wife enjoy a wide range of outdoor activities, including hiking, biking, camping, and sailing. They also love attending live music events and soaking up warm weather at the beach whenever possible.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
Do You Have ENOUGH to Retire?
Retirement planning isn’t just about saving enough — it’s about knowing what “enough” really means to you. Shari Greco Reiches shares three powerful questions to help you reflect on your goals, purpose, and future.
To SKI or Not to SKI (Spend Kids' Inheritance)?
Shari Greco Reiches explores what it means to SKI (spend kids’ inheritance), and how to strike the right balance between living for today and planning for tomorrow.
A Gift that Can Grow with Your Children
Help your child or grandchild build smart financial habits early with a Roth IRA. Discover how this meaningful gift can grow over time—and spark lifelong money conversations.
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