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" Living in fear and scarcity is not living at all. "

Richard Pope CLU, ChFC®

rpope@afgonline.net(239) 270-5336 

Richard Pope, President and CEO of Applied Financial Group, has a history of success in the Financial and Insurance Industry, specializing in Pension Planning, Business Succession Strategies, Estate and Financial Planning. He began his financial services career as a stockbroker in the mid 1980’s with Dean Witter Reynolds.

Richard began seeing the unstable atmosphere of the stock market and the narrow focus of the field, deciding early on to make a change. In 1987 Richard formed Applied Financial Group, an independent national firm designed to assist clients in meeting their personal financial goals.

In founding Applied Financial Group, Richard worked extensively with accounting firms, law firms, and other professional financial and insurance service firms. He brought innovative new ideas for expanding and enhancing their ability to provide comprehensive and complete services to their clients. Richard met with instant success.

In the first year after building his team, the sales force landed 150 new clients-more than doubling the firm’s profits. Richard has continued to develop strategies for Business Succession, Pension & Estate Planning.

Richard has been an industry-renowned lecturer at various Bar Associations and Certified Public Accounting Society Association on financial, tax and insurance-related topics.

Richard is a former chairperson of AALU Qualified Planning Committee and is an active member of a number of professional and business organizations including the following: Financial Planning Associations, Society of Financial Service Professionals, and American Society of Pensions.  


What To Expect

Execution on all areas of retirement life. (i.e. social security, cash flow management, legacy & estate planning)

Comprehensive investment planning tailored for your specific needs and objectives

Ongoing mentoring and steps to achieve your hopes, dreams and goals

Systematic risk management rebalancing portfolio

Development of customized investment policy statements

Access to a distinguished team of professional money managers 

Ask Richard Pope A Question

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Richard A. Pope, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ 355 Lexington Ave., 9th floor, New York, N.Y. 10017-6603, 212-541-8800. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor. Financial Specialist, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. R.A. Pope, Inc. DBA Applied Financial Group is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC  CA Insurance license #0C73709