Financial Services | Assurance
Rich Cordova is a Senior Vice President, Practice Leader who focuses on retirement plan consulting for Assurance Financial Services, Ltd. – a wholly owned subsidiary of Assurance. With over 17 years of experience, Rich views his main responsibility to clients as ensuring that their retirement programs are comprehensive, compliant and robust. As a result, he seeks to manage liability while improving the effectiveness of the retirement plan and investment opportunities for plan participants. Rich uses his familiarity with ERISA and experience with fiduciary management to help maintain client compliance with regulatory bodies. As practice leader, Rich oversees a team of five individuals and is responsible for the creation and management of AFS’s client service strategy. Prior to joining Assurance, Rich was a Regional Sales Manager at Allstate Financial. He also served six years as a Financial Consultant for Wachovia Securities.Rich has earned his Chartered Retirement Plans Specialist (CRPS) designation from the College of Financial Planning and Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies. He’s also FINRA Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Examination), and 65 (Uniform Investment Advisor Law Examination) licensed, as well as maintains his Illinois Life and Health license.