Email address: richard@northstarplanners.com
Office phone: 954-693-0030
Richard Lottier III
Client Service Specialist
As a Client Service Specialist, Richard specializes in making sure our clients’ needs get met. He is also our team’s go-to for technological troubleshooting.
Richard decided to seek a position at our independent wealth management firm after he became unhappy with the culture of the big bank he worked for. He is working toward becoming an Investment Advisor Representative.
Asked what he likes about his current role, Richard said, “Everything—from helping clients, to helping fellow employees, and everything in between.”
Fun Facts
Richard can dunk a basketball on a 10-foot rim.
A native Floridian, he lives in Oakland Park with his girlfriend and dog.
His top travel destination recommendation is Savannah, Georgia.
Richard graduated cum laude from Florida Gulf Coast University
He has been a loyal Miami Hurricanes fanatic since the time he could walk.
Education, Certifications, and Memberships
Bachelor of Arts, Sociology, Florida Gulf Coast University
Associate of Arts, Liberal Arts, Broward College
Emergency Medical Technician, Broward College