Moving Forward – Richard Dri
When a person loses their spouse to a fast-moving disease like pancreatic cancer, they may have many questions and concerns about the road ahead. Particularly when it comes to revisiting financial plans and retirement goals.
Richard Dri is a father of three, a CFP, and a senior wealth advisor who specializes in wealth management for widows/widowers. After losing his wife to cancer in January of 2020, Richard began using his professional expertise to help the bereaved to plan for their future and find financial security.
We are pleased to share his blog series, ‘Moving Forward – Tips for bereaved spouses’ to help our community work through the unique financial challenges that may arise after the loss of a spouse, partner, or loved one.