Rich Liberante

RICH LIBERANTE, CFP(R), CPA, and MPA, is a partner at Watermark Wealth Strategies, where his role is to facilitate the harmonization of his clients' financial lives. Nothing excites him more than to see an uncoordinated mix of investments transform into a holistic plan that accounts for all the complex issues of retirement. Formerly a financial wholesaler, Rich spent two decades consulting with advisors on planning product solutions. It was during this time he noticed many of the firms he...See more

RICH LIBERANTE, CFP(R), CPA, and MPA, is a partner at Watermark Wealth Strategies, where his role is to facilitate the harmonization of his clients' financial lives. Nothing excites him more than to see an uncoordinated mix of investments transform into a holistic plan that accounts for all the complex issues of retirement. Formerly a financial wholesaler, Rich spent two decades consulting with advisors on planning product solutions. It was during this time he noticed many of the firms he visited lacked the ability to effectively aid clients in all the areas they needed, including investments, taxes, and estates. He set out to remedy an underserved market through the creation of Watermark's retirement practice. Rich is an avid hiker and cyclist who also enjoys water skiing and the occasional helicopter skiing trip to Canada. See less