As co-founder of PSE Wealth Management in Dallas, Texas, Richard Pascuzzi oversees a firm that handles more than $175 million in client assets. The Certified Wealth Strategist additionally serves as a managing director of a Dallas-based Broker/Dealer, Prospera Financial Services. Richard Pascuzzi has earned securities licenses for Series 7, 24, 63, and 65. He also holds Group 1 and Group 4 insurance licenses. He has devoted the past three decades to assisting individual investors and families with high net worth in fund allocation and estate planning.
After graduation from Texas Christian University with a degree in business management, Richard Pascuzzi started his financial career with Merrill Lynch & Co., Inc., in the early 1980s. Over the course of the decade, he developed his financial knowledge and strategic planning ability. In 1992, he joined Prospera as a senior vice president. He and his partners established PSE in 2010.
Mr. Pascuzzi and his staff at PSE offer risk assessment and investment advice in 13 key components of wealth management. Areas of focus include investment planning, estate planning, tax planning, debt management, and insurance planning as part of the firm’s holistic philosophy. Utilizing the talents of partnering broker-dealer Prospera and a team of accountants, attorneys, and insurance advisors, PSE coordinates an individual investment strategy for each client.