Richard W. Allridge, CFP®
President
Rich has been in the financial services industry since 2012 and serves as President of Allridge Wealth Management, Inc., where he leads all aspects of the firm's operations and client experience.
As President and principal decision-maker, Rich sets the direction for how clients are served at every touchpoint, from initial onboarding and account setup to ongoing financial planning and long-term progress monitoring. He personally oversees client care and transaction oversight, ensuring every client relationship receives his direct attention.
Beyond client-facing work, Rich manages all back-office operations, serves as the firm's primary liaison with Charles Schwab & Co., and maintains full oversight of the firm's financial technology infrastructure to ensure it supports a seamless and modern client experience.
Rich earned his bachelor's degree from Saint Joseph's University in Philadelphia, Pennsylvania in 2012. He was awarded the CERTIFIED FINANCIAL PLANNER™ designation in 2017 by the Certified Financial Planner Board of Standards, Inc.