Richard J. Drew, CFP

Richard J. Drew, CFP

Director of Financial Planning

Phone: (203) 454-3377
Fax: (203) 454-4965
E-mail:

Dick Drew is a seasoned financial professional with more than 30 years of experience in the finance industry, with expertise in personal financial planning, risk evaluation, and portfolio management. Dick is a CFP (Certified Financial Planner) with a wealth of real-life experience, who has personally addressed many of the same investment planning issues as our clients require.

 As part of the Hayden Wealth team, Dick provides comprehensive financial planning, encompassing retirement, education, estate planning, risk management, and investment and tax planning.
 
Dick is currently a member of the Financial Planning Association (FPA) and sits on the Board of the Fairfield County Connecticut Chapter. He has also served as President and Chairman of the 300-member Greater Hudson Valley Chapter. He is registered as a General Securities Representative and holds these Financial Industry Regulatory Authority (FINRA) licenses: Series 7, General Securities Representative; and Series 66, Uniform State Securities Representative. Dick also holds Connecticut state insurance licenses in Life, Accident/Health, Property, Casualty, Variable Annuity, and Variable Life.
 
Prior to joining Hayden Wealth, Dick worked in corporate finance with GE Capital, Xerox, MetLife Capital, and most recently with Hitachi Capital where he was Senior Vice President and Chief Credit Officer. He earned a Bachelor of Arts in General Studies and a Masters in Business Administration in Finance from the University of New Haven. Dick also taught financial planning at PACE University, and is a lifetime Connecticut resident.