Richard Megica
Business Development, Director at
The Mather Group
Years of Experience
25 years
Number of Clients
150
Average Client Size
$1,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
You don't get one advisor-you get The Mather Group. We deliver personalized financial guidance backed by a full team of specialists who coordinate investment, tax, and estate planning to help you live the life you've envisioned.
Clientele
Common Pain Points We Solve • “I need clarity around when and how I can retire.” • “I have equity compensation but don’t know the tax implications.” • “I want one cohesive strategy, not scattered advice.” • “I’m seeking stability through market volatility.”
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Credentials and Designations
Chartered Financial Consultant®
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Certified Financial Planner™
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Pricing Models
Education
University of Central Florida
Bachelor of Science, Interdisciplinary Studies
Obtained in 1999
Advisor Links
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