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Rich Blacharski, MS, CFP®, CPWA®, CIMA®

Rich Blacharski, MS, CFP®, CPWA®, CIMA®

Senior Private Wealth Advisor at U.S. Bank Private Wealth Management

Seattle, Washington

I am a Senior Private Wealth Advisor with US Bank Private Wealth Management at U.S. Bank. I am also a Certified Financial Planner Professional (CFP®), A Certified Private Wealth Advisor Professional (CPWA®) and a Certified Investment Management Analyst Professional (CIMA®).

To become a CERTIFIED FINANCIAL PLANNER™ one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

Certified Investment Management Analysts® (CIMA®) are dedicated to elevating their practice through education, experience, examination and the highest standards of ethics. CIMA® professionals have the advanced investment management knowledge necessary to fully serve affluent clients. Earning a CIMA® designation requires three years of broad experience in investment management consulting and completion of the demanding educational program put forth by the CIMA® board. To maintain this designation, CIMA® professionals are required to adhere to a rigorous code of professional responsibility and complete 40 hours of continuing education every two years.

Private Wealth Management of U.S. Bank serves ultra-high net worth individuals and families with complex financial interests and needs. We provide holistic private wealth management services to clients, and specialize in advising business owners, corporate executives, and professional service principals and partners.

Our interconnected approach to private wealth management goes well beyond simply developing investment strategy by working in close partnership with your tax and legal advisors to bring the vast resources of U.S. Bank to bear in single-minded service to your financial priorities. Drawing on a team of specialists in Wealth Planning, Investment Management, Specialty Asset Management, Trust & Estate Services, Charitable Services and Private Banking, we can deliver illuminating insights and impactful strategies designed to help you grow, protect, preserve and distribute your wealth according to your goals.


Experience:

  • Vice President and Private Banker (Union Bank)
  • Vice President and Priority Relationship Advisor (Union Bank)
  • Senior Private Wealth Advisor at U.S. Bank Private Wealth Management (U.S. Bank)
  • Vice President and Senior Priority Banking Relationship Manager (Union Bank)
  • Vice President, Senior Financial Advisor at Union Banc Investment Services (Union Bank)
  • Premier Client Manager and Branch Manager (Bank of America)
  • Assistant Branch Manager and PFR (Washington Mutual)
  • Branch Manager (Sterling Savings Bank)

Skills:

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