Richard Lombardi

Phone: 770-353-6303
Fax: 770-353-6338
E-mail: rjlomb@mindspring.com

Richard J. Lombardi, President of Integrated Wealth Strategies is a Registered Representative of Securities America, Inc., Member, FINRA/SIPIC and a Financial Planner with Securities America Advisors, Inc. an SEC registered investment advisory firm. Rich earned his undergraduate, Bachelor's of Science degree in Business Administration from BryantCollege, in Smithfield, Rhode Island. He is also a member of the Financial Planning Association.

Rich focuses on comprehensive financial planning for his clientele of successful executives, high-end sales professionals, business owners, high tech entrepreneurs, pre-retirees and retirees. He is dedicated to providing meaningful solutions on a wide range of financial matters ranging from retirement planning, investment planning, tax reduction strategies, estate planning, qualified and non qualified business retirement benefit plans and risk management.

As a previous business owner who took on the challenge and successfully directed the turnaround of a 40+ employee small business, Rich is uniquely qualified and keenly aware of the financial issues, concerns and benefits facing businesses and their owners. Rich believes in establishing long term relationships. He works with individuals, businesses and organizations that value quality advice and service and want open, honest communication.

Mr. Lombardi is a dynamic speaker and seminar leader. He conducts retirement and investment planning workshops to corporate and public audiences throughout the Southeast. In sharing his experiences, Rich helps his clients focus on reaching their goals, decreasing their tax liability, simplifying their financial lives and keeping them from making common mistakes that prevent many people from accomplishing their financial goals.