Richard Carr, CFP®, ChFC®, CLU®, CASL®,

Richard Carr, CFP®, ChFC®, CLU®, CASL®,

President

 

Rich started his career in financial services directly out of college in 1989.  Richard Carr and Associates, now Carr Financial Group, continues its growth today by adding well regarded, qualified and ethical financial advisors and staff in Central Massachusetts.

Rich graduated from The College of the Holy Cross in Worcester, MA where he received his Bachelor of Arts degree in Economics, with concentrations in Computer Science and in Russian.
Rich has earned and maintained eight professional designations including the CERTIFIED FINANCIAL PLANNER PRACTITIONER, CFP®.  In 2017, at age 50, Rich received his Masters Degree in Financial Planning from the American College.

A fundamental philosophy held by Rich is that a community that supports your business deserves your support in return.  True to his words, Rich has held many leadership positions in his community, including, Board Chair of Pernet Family Health Care, member of the Holden Town Finance Committee and Holden Infrastructure Investment Fund, representative to the Wachusett Regional School District Audit Advisory Committee, and President of The Worcester Junior Sharks Youth Hockey organization. You can find Rich volunteering at local non-profits including the Worcester Animal Rescue League and the 15-40 Connection.  He is currently a member of the Worcester Regional Chamber of Commerce, National Association of Insurance & Financial Advisors (NAIFA), The Financial Planning Association (FPA) and the Worcester Business and Estate Planning Council.  Many know Rich best as the host of the Financial Freedom Show that airs, weekly, on WTAG 580am/94.9fm. Listeners hear practical financial information to help each find balance in their lives as well as various investment strategies.  RIch is often interviewed by television, radio and print media regarding the economy and investments.  He has appeared in The American Institute of CPAs The Planner publication, The Telegram & Gazette, The Boston Globe, The Worcester Business Journal, New England Cable News, Fox News, TV3, WTAG, WCRN, and more.  Rich has most recently been named by Forbes as one of the Best-In-State Wealth Advisors in Massachusetts for 2018.

As a two-time cancer survivor, Rich devotes time and resources to many cancer charities including the 15-40 Connection, Pan Mass Challenge, the Rodman Ride for Kids, Bicycles Battling Cancer and the American Cancer Society.  Rich lives in Leicester with his wife, and two children.

*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.