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Drake Richey

Bush & Company

Drake Richey is a Partner at Bush & Company, a financial advisory firm based in Boston, Massachusetts.13 He joined the company in 2015, bringing with him extensive experience in the financial services industry.3 Drake holds several professional designations, including Accredited Investment Fiduciary (AIF) and Certified Exit Planning Advisor (CEPA).13

Professional Background

  • Partner at Bush & Company since 201513
  • Former Senior Vice President at Wells Fargo (2010-2015)1
  • Worked at Fitch Ratings in New York (2007-2010)1
  • Specializes in financial planning for business owners and insurance planning1

Education and Qualifications

  • Bachelor of Arts in Economics from Trinity College, Hartford1
  • Holds Series 7 and 66 licenses13
  • Accredited Investment Fiduciary (AIF)13
  • Certified Exit Planning Advisor (CEPA)13

Achievements and Recognition

Drake Richey was recognized as a winner of the 2022 4 Under 40 Award by the National Association of Insurance and Financial Advisors (NAIFA).2 This award honors financial advisors for their professional success and ability to balance work and personal life while actively contributing to their communities.2

Personal Life

Drake lives in Charlestown with his wife Sarah and their three children.12 He is actively involved in his community, serving on several charitable boards in Boston.13

Highlights

Mar 4 · linkedin

More than 70 2024 model year vehicles have been recognized for their safety benefits in a new ranking.

Mar 2 · linkedin

It's important to periodically take stock of your business status, but don't wait until the end of the quarter or Tax Day to know. Too many decisions you need to make depend on your profitability. Here are things you should be doing regularly so that when you need to know where you stand, you know.

Related Questions

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Drake Richey
Drake Richey, photo 1
Drake Richey, photo 2
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Location

Boston, Massachusetts, United States