Donald A. Rich CFP®, MS, MPAS SM
Don Rich is a founding partner and wealth advisor at Cornerstone Wealth Management Partners, a comprehensive wealth planning and management firm. Don’s desire to better serve his clients created the drive to owning his own practice through the largest independent broker dealer in the country, LPL Financial1 .He maintains over four decades of experience in the financial planning industry and is a proud Montana native, having grown up in central Montana. Don has been in the financial planning industry since 1980, and along with his life and business partner, Leslie, founded Cornerstone Wealth Management Partners in 1991.
To better serve his clients, Don pursued extensive educational opportunities throughout his career to offer relevant and timely advice in an ever changing market environment. Don’s educational background includes:
- Bachelor of Science from Montana State University
- Master of Science from the University of Arizona
- Certified Financial Planner Designation
- Master Planner Advanced Studies
Don has a gift for explaining even the most complex concepts due to his experience in education before making the transition to wealth management. Don has helped his clients navigate through many major market events, including:
- The Great Recession of 2007-2009
- U.S. Fiscal Cliff
- The Subprime Credit Crisis
- Major Market Corrections
- Various Impactful World Events
- Recession of 2020 Due to COVID Pandemic
Through Cornerstone Wealth Management Partners, Don can offer clients a personalized, comprehensive wealth management experience. This may include developing a personalized financial plan with the Cornerstone Aggregation Portfolio System (CAPS). CAPS enables Don to build a personalized financial website that creates a financial road map to pursuing their financial goals and objectives. Connect with one of the industries talented advisors and give the office a call today to find out how Don can help to plan your financial journey.
1 As reported in Financial Planning Magazine, June 1996-2020, based on total revenue