Richard Yasinski CFP
Richard founded Financially Sound, a financial planning and investment practice, in June of 1996. He is a Certified Financial Planner (CFP) and investment funds advisor. The CFP certification is sanctioned by the Financial Planning Standards Council and requires the passing of a 6 hour exam, minimum 2 years experience, and maintaining 30 hours of annual continuing education.
Richard is a graduate of the University of Waterloo (1981) with a Bachelor’s Degree in Engineering. He spent 4 years in structural design, then switched to the technology industry and worked for Hewlett Packard and Digital Equipment in Kingston, Toronto, and Ottawa until 1996.
He completed the Mutual Fund Licensing course in 1995, his Insurance Certification in 1997, his Certified Financial Planner (CFP) designation in 1999, and tax specialist in 2008.
“Becoming a financial planner and having my own practice has been one of the best decisions I’ve ever made. It continues to offer challenge and growth and is now giving me the freedom to live my life in support of the things most important to me. I truly believe that a life worth living, happens with a plan. This is what I hope to bring to my practice and my clients.”
Richard is devoted to his two children and enjoys adventure travel, renovating, woodworking, competitive ballroom dancing, and fitness. In the July of 2011, Richard climbed Mount Kilimanjaro with seven other financial advisors. The experience was personal as well as a fund raiser for the Amani Children’s Home. Amani is located at the base of Kilimanjaro and is a home and school for abandoned children.
Richard accepts new clients on a referral basis from his existing clients and his network of accountants, attorneys, and other professionals.