Richard P. Slater

Richard P. Slater

| CFP®

RP Slater Financial Management, LLC

(703) 766-5720

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Fee-Only Financial Planner serving the Reston, VA area.

Specialties

  • Investment Management
  • Fee-Only Financial Planning
  • Financial Review
  • Retirement Planning
  • IRAs and Roths
  • Hourly Fee Consultations
  • Estate Planning
  • Tax Planning
  • Insurance Planning

Website

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1900 Campus Commons Dr
Suite 100
Reston, VA 20191

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Richard Slater is a Reston, VA Fee-Only Financial Planner serving Reston and all surrounding areas. RP Slater Financial Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Richard Slater is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

The owner of the Company and sole investment adviser is Richard P. Slater, CFP®.  He has acted as the president of the Company since its inception in 2008.
 
Richard Slater was born in Syracuse, NY and obtained a BS in mathematics from Empire State College, S.U.N.Y. He moved to Reston in 1997 with his wife, Ellen Douglas. Richard received an Executive Certificate in Financial Planning from Georgetown University in 2005 and is a CERTIFIED FINANCIAL PLANNER™ professional.

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As an independent fee-only investment advisor, I do not accept any commissions nor do I sell any products.  All advice is paid for by the client and only in the best interest of the client.

Investment Management

  • Retirement Asset Management
  • Portfolio Analysis
  • Investment Diversification
  • Risk Management

Financial Planning

  • Retirement Analysis
  • Investment Analysis
  • Net Worth and Cash Flow Analysis
  • Financial Risk Assessment
     
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