Richard Basulto, MS, RICP, CLTC in

Richard Basulto, MS, RICP, CLTC

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Financial Educator at Money Management Educators, Inc.
📍 New York City Metropolitan Area, United States

Richard Basulto is a Financial Advisor with Eagle Strategies and New York Life, where he provides custom financial solutions. He holds the Retirement Income Certified Professional (RICP®) designation and has earned both a Bachelor of Business Administration and a Master of Science from Brooklyn College. He is also a Financial Educator at Money Management Educators, Inc.

He is an active member of his local business community, serving as the Second Vice President for the Greater New Hyde Park Chamber of Commerce. This involvement underscores his commitment to supporting and enhancing the viability of local businesses.

Richard is passionate about financial education and presented at a multi-chamber networking event on the topic of business succession planning.

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Experience
13 Years
Current Role
Financial Educator
Location
New York City Metropolitan Area, United States
Personality Overview

How Richard shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares about

Retirement Planning
He earned the RICP® designation, a leading credential for retirement income strategies, and shares information on Social Security and the Secure Act 2.0.
Financial Education
Holds a position as a Financial Educator and is passionate about teaching others how to take control of their financial futures.
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Career

Work history

1-2025
Financial Educator
Money Management Educators, Inc.
1-2023
Financial Advisor
Eagle Strategies, LLC
1-2019
Financial Services Professional
NYLIFE Securities LLC
7-2018
Agent
New York Life Insurance Company
8-2016 - 6-2018
Accountant
Mazorra Business Svc
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2017 - 2019
Master of Science - MS
Brooklyn College
2014 - 2016
Bachelor of Business Administration (BBA)
Brooklyn College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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