top of page

Meet Rich D'Ambola, CSA, CLTC

Richard D’Ambola is the founder of Richard D’Ambola & Associates LLC. He created the firm in order to provide optimal, unbiased service and financial advice to his clients. As a fee-based independent advisor, Richard is able to provide his clients with access to proven and time-tested financial products and strategies. His recommendations are free from the limitations of corporate quotas and proprietary products.

Follow Rich on Facebook

  • Facebook

My Story

Richard started his career in 1988 with a leading financial services company based out of Boston. His commitment to excellence led him to attain his CSA® designation as a Certified Senior Advisor and CLTC® from the Corporation for Long-Term Care Certification. He has also received certification from the New College of General and Continuing Studies for Financial Planning at Fairleigh Dickinson University.

Richard is a Registered Representative for CFD Investments and an Investment Advisor Representative with Creative Financial Designs. As such, he holds the FINRA Series 6, 63 and 65 securities licenses. Richard is also a licensed insurance producer in multiple states.

Contact

Let's meet in person or online.

rdambola@cfdinvestments.com

973.927.3700

Logo 2023 (1).jpg

The guarantees associated with annuities are subject to the financial strength of the issuing insurer and the specific terms and restrictions of the applicable policy or contract. The insurance features do not guarantee that the investment will not fluctuate in value.

Advisory services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor, and Securities are offered through CFD Investments Inc., a Registered Broker/Dealer. Member FINRA & SIPC. 2704 South Goyer Rd., Kokomo, IN 46902 (765)453-9600. Richard D'Ambola & Associates LLC is independent of CFD companies.

(C)Copyright 2005-2023 Wealth2k, Inc. All rights reserved. The Income for Life Model is a registered trademark of Wealth2k, Inc.

Neither Richard D’Ambola and Associates, LLC nor Wealth2k are affiliated with the CFD companies or each other.

WEALTH2K, INC. DOES NOT PROVIDE INVESTMENT ADVICE.
The projections or other information generated by The Income for Life Model calculator related to total returns are hypothetical illustrations of mathematical principles that do not predict or project the performance of an investment or investment strategy. The computations of future returns are based upon assumed variables and inputs made directly by the user and does not guarantee future results. Moreover, the computations do not reflect investment costs or taxes, if any.

The Income for Life Model, Hybrid Time-Segmentation and ROI Reliability of Income are registered trademarks of Wealth2k, Inc. Three Big Risks, Constrained Investor, What's My Income, What's Your Income? and Income Floor are trademarks of Wealth2k, Inc. Knowing Your Number is Not the Same as Knowing Your Income is a service mark of Wealth2k, Inc.

​

Investing involves risk and you may incur a profit or a loss. There is no guarantee this model will perform as planned. If the model underperforms, the income levels and assets could be significantly reduced.

Purchase of an annuity contract through a qualified plan does not provide any additional tax-deferral benefits beyond those already provided through the plan. If you are purchasing an annuity contract through a plan, you should consider purchasing it for its death benefit, annuity options, and other non-tax-related benefits

bottom of page