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Richard Artzi

CRPC,Vice President, Financial Advisor, Trust Liaison Officer at CUNA Brokerage

Richard Artzi is a financial professional with extensive experience in the investment and retirement services industry. He currently holds the position of Managing Director at East Paces Group, a financial advisory firm based in Atlanta, Georgia.12

Professional Background

Richard Artzi's career in financial services spans several decades. He began his journey on the trading floor of the Boston Stock Exchange as a trading clerk. In 1997, he moved to Atlanta while working with Morgan Stanley, where he started developing his financial planning practice.1

After three years at Morgan Stanley, Artzi transitioned to CUNA Brokerage, where he achieved significant recognition. During his time there, he served as:

  • CRPC (Chartered Retirement Planning Counselor)
  • Vice President
  • Financial Advisor
  • Trust Liaison Officer3

At CUNA Brokerage, Artzi became one of the company's most recognized financial advisors. He received multiple Gold Medallion Awards for Excellence and President's Counsel Awards from many of the firm's strategic partners.1

Current Role and Expertise

As a Managing Director at East Paces Group, Richard Artzi focuses on:

  • Providing comprehensive personal investment and advisory strategies
  • Private wealth management with customized attention to each client
  • Helping clients establish and achieve long-term financial goals
  • Working with individuals, families, endowments, charities, and business owners1

Achievements and Recognition

Richard Artzi has received notable recognition in his field:

  • Recipient of the Five Star Award from Atlanta Magazine as one of the top Wealth Managers in Atlanta for eight consecutive years1

Professional Qualifications

Artzi holds several professional designations and licenses:

  • CRPC Designation (Chartered Retirement Planning Counselor)
  • Series 7, 63, and 65 licenses
  • Life, Accident Sickness and Health and Variable Products Licensed1

Education

Richard Artzi holds a Bachelor of Science degree from Northeastern University in Boston, MA.1

Highlights

Sep 18 · eastpacesgroup.com
Richard Artzi - CRPC® — EPG - East Paces Group

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Richard Artzi
Richard Artzi, photo 1
Richard Artzi, photo 2
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Location

Atlanta, Georgia, United States