Richard Artzi

richard-artziManaging Partner

Rich Artzi is a managing partner with Atlanta Capital Group. Rich specializes in the implementation and servicing of clients’ assets in a variety of investment and insurance vehicles. He works with individuals, endowments, charities, and business owners to insure that all goals, objectives, and guidelines are continuously met.

Rich began his financial services career as a trading assistant on the floor of the The Boston Stock Exchange. He then moved to Atlanta joining Morgan Stanley, where he began to grow his financial planning practice. For the past ten years he was one of the top financial advisors with CUNA Brokerage, where he specialized in retirement and income planning, estate planning and insurance planning which included long term care. He was the recipient of multiple Gold Medallion Awards for Excellence as well as President’s Counsel Awards from many of CUNA Brokerage’s strategic partners.

Rich and his wife Lea have two children, Mya and Nate. Rich enjoys golf, tennis, coaching little league and girls’ softball and many other outdoor activities.

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Professional Affiliations

  • Chartered Retirement Planning Counselor
  • Life, Accident Sickness and Health and Variable Products Licensed
  • Series 7
  • Series 63
  • Series 65

Education

  • Bachelor of Science degree from Northeastern University, Boston, Mass.

Check the background of this investment professional on FINRA’s BrokerCheck.