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Richard Joseph Alfera

Fragasso Financial Advisors

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About Richard Joseph Alfera

Richard Alfera is a financial advisor with over 17 years of experience. Richard has a Series 7, Series 66 and SIE license. Richard has been registered with the Securities and Exchange Commission (SEC) since 2001 and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the state of Pennsylvania. Richard specializes in financial planning, retirement planning, and investment management. Richard is also a Certified Public Accountant (CPA). Richard is the President and Managing Partner of Goff Balka Alfera & Company, a CPA firm. He also provides financial advisory services as an independent insurance agent and through Fragasso Financial Advisors. Richard is a dedicated financial professional who is committed to helping his clients achieve their financial goals.

Firm Information

Richard Alfera is currently registered with Fragasso Financial Advisors. Fragasso Financial Advisors is an investment advisory firm based in SEWICKLEY, PA. The firm manages approximately $2.4 billion in assets for a variety of clients, including individuals, families, charitable organizations, businesses, and pension plans. The firm offers financial planning, portfolio management, and pension consulting services. Fragasso Financial Advisors has 19 registered representatives and 25 investment advisory professionals.
Fragasso Financial Advisors

2200 GEORGETOWN DRIVE

SEWICKLEY, PA 15143

$2.42B

Assets Under Management

27

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Alfera’s Registration & Firm History

PA

12/20/2002 - Present

Fragasso Financial Advisors (McMurray PA)

PA

09/07/2001 - 08/03/2018

LPL FINANCIAL LLC (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 10/04/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Joseph Alfera.
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