Richard Bean, CFA, CPA

Chief Wealth Strategist

Outside of our founders, Richard is among the longest tenured members of CornerCap and leads our talented team of wealth advisors. Richard stays directly engaged with as many CornerCap clients as possible to stay abreast of the topics and trends most impacting high net worth families in any given year.  His approach to client service is very hands-on, focused on custom scenario planning to suit individual client needs, a principle that he ensures every member of the wealth advisor team exudes in their client service, as well.

Education and Accreditation

  • BS, Finance – University of Southern Mississippi
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA) Charterholder
  • Member, CFA Institute
  • Member, CFA Society Atlanta
  • Member, American Institute of Certified Public Accountants

Richard's Insights & Resources

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