Richard E. Deam, CFP®, CWS® entered private practice in 1981. Richard actively services over 300 clients. He demonstrates how investments, when implemented properly, can benefit your overall personal retirement portfolio. Richard believes the most important service he can offer is to assist clients in developing a financial plan. Every attempt is made to listen to the client's concerns, fears, and dreams. Richard can appropriately prescribe various investment vehicles including but not limited to Charitable Remainder Trusts and Stretch IRA's, Simple IRA's, 529's, Taxed Sheltered Annuities, and Managed Investment Accounts.

Richard is a Registered Representative and Investment Advisory Representative with First Allied Securities, Inc., his broker-dealer. 

In 1982, Richard completed his Certified Financial Planner™ certificate

at Adelphi University in Garden City, NY. Richard was awarded
his CFP® certification from CFP Board.

In 1996, Richard E. Deam, CFP® founded
Deamoak's Planning Services, Ltd.

Prior to becoming an independent financial representative, Richard spent thirteen years working with the Presbyterian Ministers Fund in New York. Previously, he served as a Pastor for over ten
years. Richard received his Bachelor of Science degree from Purdue Universtiy and acquired his Masters in Theology from Southern Baptist Theological Seminary in Louisville, KY.
Richard has also completed postgraduate work in Pastoral Psychology

at the Post Graduate Center for Mental Health in New York City.


CFP® and Certified Financial Planner™ are certification marks
owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck