Firm Owner

Richard L. Polo is the founder of “Polo Financial & Consulting & Tax Services, LLC”

He has over 35 years of experience and was a partner in NJ’s 11th largest accounting firm before starting Polo Financial in January of 2001.

Rick (as he like to be called) is a Certified Public Accountant and has earned the designation of Personal Financial Specilist from the American Institute of Certified Public Accountants.

Rick also has his series 7 & 65 Registrations as well as his Health & life Insurance License. He is a member of both the AICPA & the NJSCPA.

He is also a Registered Representative with Cetera Financial Specialists LLC and an Investment Adviser Representative with Cetera Investment Advisers LLC.

He Enjoys fishing, boating, water sports and world traveling.