RJ has eight years of experience in wealth advisory, financial planning, and trading which benefits Alpha Principle’s partnerships and separately managed accounts. RJ also served as an Advisor for Advice Period. Prior to Alpha Principle and Advice Period, RJ was a Senior Financial Advisor & Financial Planning Specialist at Personal Capital where he managed $150 million.
RJ earned his Bachelor of Arts in Business Administration from Principia College where he was a member of the Phi Alpha Eta honor society and received the Helen Summy Woodward Award for having the highest GPA of any business majors in his graduating class. RJ is a CFP® professional and holds the Chartered Financial Consultant designation from The American College of Financial Services. RJ also enjoys snowboarding, playing jazz music, gardening, and reading science fiction.