Affiliations
Explore who we are
The Certified Financial Planner Board of Standards is a professional regulatory organization which promotes ethics, integrity and professional standards in personal financial planning. This gives the public an opportunity to have access to — and benefit from — competent, ethical financial planning. Individuals who meet rigorous certification requirements are certified by CFP Board to use its certification trademark. Learn more at www.letsmakeaplan.org.
Rich has been a CERTIFIED FINANCIAL PLANNER™ professional since the spring of 2016.
Dimensional Fund Advisors (DFA) is a global investment manager dedicated to implementing the great ideas in finance. DFA mutual funds are based on decades of market research by leading economists and Nobel prize winning academics. Access to DFA funds is limited to clients of select advisors who share DFA’s views about the efficiency of capital markets and the importance of investor education. Learn more about Dimensional Fund Advisors.
Encompass Financial Planning is honored and excited to offer our clients access to DFA mutual funds.