Meridian advisor profile
Meet Richard Delarosa
Chief Business Officer
Broker support · CRD 6241073
Start with a focused conversation about where you are today, what you want to protect, and which planning step deserves attention next.
Richard supports the planning process and is not an investment advisor.
Richard Delarosa
CRD 6241073
Debt management conversations
Tax-advantaged product education
Opportunity review and planning support
Client-to-advisor workflow coordination
Planning focus
Focused on debt management, tax-advantaged products, and opportunities.
Background
Richard leads system integrations and data analysis, optimizing CRM workflows and data accuracy to support seamless client-to-advisor interactions.
Best fit
Best for clients who want operational clarity and support around the planning process.
Start with Richard