Broker Check

Our Team of Professionals

RLB Wealth Planning stands above the crowd by delivering consistently exceptional service. Our team of CFP® and accounting professionals have over 60 years of combined experience in all areas of financial management.

Rehearsed advice and recycled plans have no place in our office, or in your future. When you make the decision to partner with our firm, you can expect authentic advice and customized strategies to fit your personal needs.

Regardless of where you are in life, or what questions you have when it comes to securing your financial future, you can rely on our professional services. We’re committed to serving our clients in a manner that is respectful, transparent, and effective.


Richard L. Bergen, CPA, CFP®, PFS℠

516-741-1430

516-741-4645

rich@rlbwealthplan.com

Richard L. Bergen, CPA, CFP®, PFS, is the Founder and President of RLB Wealth Planning, Inc. As a hands-on member of the firm, Rich is responsible for meeting with clients, creating financial strategies, overseeing the management...
Read more

Terri Carguillo

Executive Assistant

terri@rlbwealthplan.com

Terri Carguillo is the Executive Assistant to CEO Richard Bergen at RLB Wealth Planning. An integral member of the team, Terri is responsible for the preparation and follow-up of all client meetings, resolving service issues, and...
Read more