Richard D Gerundo
Richard D Gerundo
CLU ChFC CRPC® LUTCF®
Vice President - Wealth Management
(786) 845-3183
1500 NW 107th Ave
Ste 100
Doral, FL 33172-2706
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My Background

Are you aware that most Americans spend more time planning for a two-week vacation than planning for retirement? (American Savings Education Council)

Helping clients reach their retirement goals is my primary objective. There are a lot of options for your retirement but the first step is developing a strategy. As a financial services representative located at Dade County Federal Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Should you add stocks to your portfolio? Are your financial expectations realistic?

Over the last 27 years, through workshops and personal interviews, I've helped a great number of clients create a methodology to help reach three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) transfer assets in the most advantageous way. Specifically, I may be able to help you:

  • Retire more comfortably
  • Protect your assets and your financial future
  • Fund your children's or grandchildren's education

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education . . .
  • Attended St John's University
Affiliations . . .
  • Estate Planning Council of Greater Miami
Career Highlights . . .
  • 2007 Chartered Retirement Planing Counselor (CRPC)
  • 2002 Graduate of Steve Moeller Effortless Avisor Program
  • 1994 Chartered Financial Consultant (ChFC)
  • 1993 Chartered Life Underwriter (CLU)
  • 1986 Life Underwriter Council Fellow (LUTCF)
Personal . . .
  • 1991 Married (Serina)
  • 1992 Kidney Donor
  • 1996-1997 Area 3 Toastmasters International Speech Contest Winner
  • Past President, Pastoral Council, St Louis Catholic Church
  • Host of What's Your Opinion- MSTVP Cable Access Network
  • Writer of Financial Column for River City Gazette
  • Financial Panelist on Ask the Expert- the Miami Herald

Professional Services
  • 401(k) Planning
  • Long Term Care Insurance
  • Retirement Planning
  • Retirement Account Planning
  • Wealth Management
  • Investment Management
  • Retirement Income Planning
  • Life Insurance Planning