Rick Taborda serves as a CERTIFIED FINANCIAL PLANNER™ (CFP®) at WealthMore. Rick brings more than 13 years of experience as a financial planner and wealth advisor. 

He moderates WealthMore’s communities – #tax optimization and #menwhoealth.

Rick is also the president and founder of LBT Wealth Management, a boutique firm serving individuals, families, small business owners, and retirees.  He helps his clients align their financial plans with their life goals by creating customized financial plans focusing on life planning, college and retirement planning, wealth management, and risk management. His clients achieve a sense of comfort with the present and the freedom to dream big for the future. 

Rick holds a BA in economics from Rutgers University and an MBA in finance and entrepreneurship from Rutgers Business School.  He holds a certificate in financial planning from Fairleigh Dickinson University, and a certificate in investing management theory and practice from the Yale School of Management. 

He  has earned a CERTIFIED FINANCIAL PLANNER™ certification from the CFP Board, as well as a DACFP CERTIFICATE IN BLOCKCHAIN AND DIGITAL ASSETS® from the Digital Assets Council of Financial Professionals and New York Institute of Finance   

Rick Taborda is also an enrolled agent and he can represent taxpayers on individual and business tax returns before the Internal Revenue Service.  

 Rick Taborda lives with his family in South Amboy, New Jersey