Richard C. Cella, III, CWS^®

 

Founder and Managing Partner
Ipswich Bay Advisors

Richard is a Certified Wealth Strategist, Accredited Investment Fiduciary and author of the book, Your Personal Retirement Machine.  He is also a member of Ed Slott’s Master Elite IRA Advisor Group. Richard is a Financial Advisor with LPL Financial, providing investment management, personal financial planning services and advisory services for corporate 401k Plans.

In 1998, Richard founded Ipswich Bay Advisors, offering individuals and businesses the full complement of Investment Management, Retirement Planning, Tax Planning and Qualified Retirement Plan Services.  

As a qualified LPL Financial Advisor, Richard offers a differentiated approach whereby each client’s financial plan includes proprietary tax planning strategies designed to help reduce or eliminate income taxes in retirement.  He combines his extensive investment management, retirement planning and tax planning, to provide his clients with a comprehensive financial plan so they can approach their future with confidence.

Richard holds himself to a fiduciary standard in his advisory relationships and is licensed across the US.  He holds a full complement of securities registrations including Series 6, 7, 24, 63 and 66 held through LPL Financial, enabling him to offer his clients a complete universe of investment options and financial advice.

Richard is a graduate of Salem State University and a member of the Trustees of Reservations.

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC. 

Ed Slott is not affiliated with LPL Financial and Ipswich Bay Advisors. Ed Slott’s Elite IRA Advisory Group™ is for investment services only. Ed Slott’s endorsement does not extend to the financial planning or investment advisory services offered by the representative. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarentee investment success.