Richard Pope, President and CEO of Applied Financial Group, has a history of success in the Financial and Insurance Industry, specializing in Pension Planning, Business Succession Strategies, Estate and Financial Planning. He began his financial services career as a stockbroker in the mid 1980’s with Dean Witter Reynolds.

Richard began seeing the unstable atmosphere of the stock market and the narrow focus of the field, deciding early on to make a change. In 1987 Richard formed Applied Financial Group, an independent national firm designed to assist clients in meeting their personal financial goals.

In founding Applied Financial Group, Richard worked extensively with accounting firms, law firms, and other professional financial and insurance service firms. He brought innovative new ideas for expanding and enhancing their ability to provide comprehensive and complete services to their clients. Richard met with instant success.

In the first year after building his team, the sales force landed 150 new clients-more than doubling the firm’s profits. Richard has continued to develop strategies for Business Succession, Pension & Estate Planning.

Richard has been an industry-renowned lecturer at various Bar Associations and Certified Public Accounting Society Association on financial, tax and insurance-related topics.

Richard is a former chairperson of AALU Qualified Planning Committee and is an active member of a number of professional and business organizations including the following: Financial Planning Associations, Society of Financial Service Professionals, and American Society of Pensions.

Areas of Expertise
 Qualified & Non-Qualified Retirement Planning
 Business Succession Strategies
 Estate & Personal Tax Savings Solutions
 Financial Planning
 Author of The Principals of Prosperity Economics

Education
 New York Institute of Technology
 University of Miami
 American College

& Actuaries (Associate member), Advanced Estate Planning Council, Association of Advanced Life Underwriters, Million Dollar Round Table, American College of CLU-ChFC, Long Island Association of Financial Advisors, Top of the Table, Health Insurance Association of America, Association in Philanthropy, National Associations of Health Underwriters, International Association of Registered Financial Consultants, among others.

In addition to his professional memberships, Richard is also a member of a number of advanced private professional study groups, meeting periodically to exchange advanced concepts in the areas of financial planning, Richard has tirelessly given back to his community service on the board of numerous charities over the years.

He has served on the board of the American Heart Association and is also on the board of the Long Island Power Network. In addition, Richard has also dedicated countless hours raising the funds needed to dedicate a new hospital room for Winthrop Hospital, as well as donating to the Hagedorn Little Village for Children, and the Children’s Medical Fund of New York, SK Memorial Foundation, benefiting Children’s Charities.

Richard is the proud recipient of numerous awards and industry recognition for his high quality of personalized service, unique approaches and Group Benefits clientele. He is a recognized in the financial services field and regularly teaches planning courses for CPA’s and other financial service professionals. He has been a guest lecturer for a number of leading professional organizations.

Richard Pope, Registered Representative & Financial Advisor of Park Avenue Securities, LLC (PAS). 250 Crossways Park Drive, Woodbury, NY 11797. Securities products and advisory services are offered through PAS, 1-516-677-6200. Financial Representative, The Guardian Life Insurance Company of America, New York, NY (Guardian). PAS is an indirect wholly owned subsidiary of Guardian. Applied Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries and its agents do not provide tax or legal advice.
PAS is a member FINRA, SIPC GEAR 2012-10286