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                                                    My Background
                                                  Rich Green with wife and three kids

                                                  My Background


                                                  Rich is a Principal in the Green Financial Strategies Group. He started his career in the financial services industry in 2009. He excels at understanding the complex goals and desires of his clients and is passionate about creating comprehensive financial solutions that address their overall needs. Rich spends the majority of his time in the areas of protection planning, retirement planning, wealth management, and estate planning. Clients engage Green Financial Strategies Group to implement a balanced approach to personal accumulation income combining time-tested principles of risk management with sensible strategies for long-term tax-reduction which gives clients the potential to increase their net spendable income in retirement.

                                                  Rich is an Investment Advisor with Eagle Strategies LLC. A Fee-based Registered Investment Adviser. With this resource, Rich can utilize a comprehensive platform and support team of advanced planning professionals to assist with the holistic planning needs of his clients.

                                                  Rich received a bachelor’s degree from the University of Nevada and holds a Chartered Life Underwriter (CLU®) and Life Underwriter Training Council Fellow (LUTCF®) designations from the American College, Bryn Mawr, Pennsylvania. He is a Qualifying Member of the Million Dollar Round Table, a member of the National Association of Insurance and Financial Advisors and is a recipient of their NAIFA Quality Award. Rich is also a member of the Estate Planning Council of Northern Nevada. Rich has his FINRA Series 7,66,63 and 6 licenses and is also a licensed insurance professional.  

                                                  Rich is very active in his community and has served as a board member on numerous charitable and civic foundations. Rich is an outdoor enthusiast and enjoys spending time with his family at Lake Tahoe and beautiful surrounding regions within the Sierra’s. Rich was raised in Colorado but relocating to Northern Nevada in 1992 and currently resides in Reno with his wife, Gina, and three children Carmella, Joey and Rocco.

                                                  Disclosure

                                                  Richard Green is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0G71925), CO, FL, ID, MT, NM, NV, OR, TX, and UT. No insurance business may be conducted outside the states referenced.

                                                  As a New York Life Agent, Richard Green is licensed and authorized to offer insurance in California, but Green Financial Strategies Group may not be. For additional information on California licensure status, please click here.

                                                  Richard Green is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 5340 Kietzke Ln Ste 200, Reno, NV, 89511, 775-322-2192. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, FL, MT, NM, NV, OR, TX, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

                                                  Richard Green is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, FL, MT, NM, NV, OR, TX, and UT. As such, these services are strictly intended for individuals residing in the states referenced.

                                                  Green Financial Strategies Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                                  Neither Green Financial Strategies Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                                  For more information about NYLIFE Securities LLC and its investment professionals.

                                                  Click here
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                                                  • About Us
                                                    • About Eagle Strategies
                                                      • My Background
                                                        • Investment Advisory Services
                                                          • Value Proposition
                                                            • Our Approach and Process
                                                              • Small Business SOlutions
                                                                • Strategic Alliances
                                                                  • Working with Other Advisors
                                                                    • Advanced Planning Group
                                                                      • Designation Check
                                                                      • Financial Solutions
                                                                        • Services
                                                                          • Products
                                                                            • Advanced Planning Resources
                                                                            • Resources
                                                                              • Calculators
                                                                                • Life Stages
                                                                                  • Tax Resources
                                                                                    • Articles
                                                                                      • Videos
                                                                                      • Account Access
                                                                                        • NYL Online Account
                                                                                          • Eagle Strategies
                                                                                            • eMoney
                                                                                              • NYLIFE Securities
                                                                                                • MainStay Mutual Funds
                                                                                                  • Envestnet Client Portal
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