Rick Taborda, CFP®
Rick Taborda, CFP® is founder and President of LBT WEALTH MANAGEMENT, LLC and a CERTIFIED FINANCIAL PLANNER™. Rick has an MBA in Finance and Entrepreneurship from Rutgers Business School,a certificate in Financial Planning from Fairleigh Dickinson University, and a BA in Economics from Rutgers, The State University of New Jersey.
Rick began his career in the financial services industry in 1989 with Smith Barney where he developed his fundamental investment knowledge. After two years he left to pursue his passion for music, he spent the next twenty years as founder and President of New Image Entertainment, Inc., a successful mobile entertainment company. In addition, during that time he also helped to found and manage a commercial property management company, and a chain of convenience stores.
The financial crisis of 2008 and the increasing complexity of investment products have left many investors overwhelmed with the task of planning and managing their retirement. As a result, Rick returned to the financial services industry in 2010 to pursue his dream of building a life-centered financial planning practice committed to helping individuals and their families align their financial plans with their life goals.
In 2016, Rick joined MAKE 100 HEALTHY™, a community based organization dedicated to inform, inspire,and share the best ways to live a long, healthy, and balanced life. The MAKE 100 HEALTHY™ mission perfectly aligns with Rick’s commitment to help people remove financial issues as a source of stress in their daily lives and allow them instead to focus on living and enjoying the balanced life they envision.
Rick lives in the picturesque waterfront community of Lighthouse Bay in South Amboy, New Jersey with his wife Sharon and daughters Liliana Belle and Isabella Vida. He is dedicated to providing holistic Financial Life Planning so his clients can increase their sense of well-being and life satisfaction.