| Rich Gustafson
Financial Professional
Rich Gustafson is a financial professional with a focus in
retirement and Medicare planning at OneTeam Financial. He plays
an integral part of the holistic planning process helping clients
prepare and navigate Medicare, long-term care, Social Security
claiming and retirement income planning.
The financial world is constantly in flux, and Rich takes pride in
educating his clients and their advisors on how the changing
investment landscape can impact their ability to plan for the future.
He works closely with clients to custom design comprehensive and
flexible financial plans with the goal of enhancing wealth and
reducing risk.
Rich graduated from New Jersey’s preeminent public higher
education institution, Rutgers University with a Bachelor of Arts in
1987. He began his career in the financial services industry in 2009
at Ameritas and quickly connected with his passion for helping
others prepare for their retirement dreams. Along, with his
experience in retirement planning, Rich also holds licenses in life,
disability, and health insurance.
Rich is a member of the Red Bank Chapter of the American
Financial Education Alliance (AFEA), a 501(c)(3) non-profit
organization providing vital financial education programs to
residents in communities throughout New Jersey. Through this
organization, Rich gives back to the community by regularly
teaching classes and educating residents about Medicare, life
insurance, retirement planning and other financial planning strategies.
Rich is active in Big Brothers Big Sisters and enjoys hiking, mountain biking, reading and traveling the world—including visiting every major league baseball stadium in America. |  |