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
New IRS Guidance on Inherited IRAs
The IRS issued recent guidance that proposes some new interpretations [...]
Gifts That Keep on Giving: Charitable Contribution Tax Mitigation Strategies
As the end of each year approaches, our team of [...]
What’s Next & What It May Mean for Your Portfolio
The world has changed rapidly over the past four weeks. [...]
Smart Money Matters: What the New Retirement Savings Bill Might Mean for You
This summer has seen much popular press coverage of Congress’s [...]
Smart Money Matters: Gifting Techniques for the Savvy Taxpayer
Giving to charity is great; giving away your tax deduction [...]