Feller Financial Services

✨Introducing Richard Koblick CRPC® AWMA® Investment Advisor Representative. Co-Founder of Feller Financial Services.✨

Richard Koblick grew up in Berkeley, California, and graduated from Florida State University in 2006 with a bachelor’s degree in finance and a minor in Psychology. Following graduation, he began his financial services career with AG Edwards & Sons, where he developed extensive expertise in qualified retirement plans.

Later in 2006, Richard co-founded Feller Financial Services. Throughout his career, he has focused on helping educators, county employees, and individuals better understand their retirement benefits and overall financial picture. He has guided many clients through retirement planning, income strategies, and legacy planning, helping them build confidence in their financial futures. Richard is passionate about comprehensive financial planning and believes every client should have a clear roadmap to achieving their goals.

In 2021, Richard joined Cetera Wealth Services, following the merger of Voya Financial Advisors into Cetera.

Richard holds the Chartered Retirement Planning Counselor™ (CRPC®) and Accredited Wealth Management Advisor™ (AWMA®) designations, both awarded by the College for Financial Planning. He currently maintains Series 6, 7, 63, and 66 securities registrations. As an Investment Adviser Representative, he serves clients in a fiduciary capacity, placing their best interests at the center of every recommendation.

Since 2022, he has been recognized as a member of the Cetera Wealth Services Circle of Excellence, an elite distinction that honors financial professionals who demonstrate exceptional dedication to client service, professional integrity, and excellence in their practice.

Outside of work, Richard resides in Parkland, Florida, with his family. He is deeply committed to his community, supporting numerous local charitable organizations and serving on the Board of Directors of the Levis JCC in Boca Raton. An avid fitness enthusiast, Richard completed two full Ironman® Triathlons in 2012. He also enjoys playing hockey three nights a week in local community hockey leagues.

During the summer months, Richard and his family spend time in Rhode Island, which has become their "second home away from home." There, they enjoy family time, summer camp activities for their children, and a chance to recharge and enjoy some well-deserved relaxation.

Circle of Excellence Recognition
The Circle of Excellence is a prestigious honor recognizing financial professionals who exemplify outstanding client service, operate their practices with integrity, and consistently strive for excellence in helping clients pursue their financial goals.

*The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Richard Koblick, Financial Advisor by any client.*

✨Motivational Monday✨

Wishing a very Happy Birthday to our VP, Richard Koblick! 🎂🎉

We love seeing these photos from his recent family birthday trip to Disney. Thank you, Richard, for your incredible leadership, dedication to our team, and everything you do for our community. Cheers to a great year ahead! ✨