Richard Incorvati, AIF

Rich Incorvati, AIF® brings ten years of experience helping individuals and families plan for retirement and build sound investment strategies. As a member of HUB International’s Retirement and Private Wealth Team, Rich works closely with clients to develop personalized plans that reflect their goals, timelines, and risk tolerance.

In addition to individual financial planning, Rich serves as a 401(k) advisor, partnering with employers to deliver investment education and retirement planning support to their employees. As an Accredited Investment Fiduciary® (AIF®), Rich brings a strong foundation in fiduciary best practices to this work, helping employers navigate their responsibilities as plan sponsors with confidence.

This dual perspective — working directly with individual investors and within workplace retirement programs — gives Rich a well-rounded understanding of the challenges people face at every stage of their financial journey.

Rich is committed to a consultative, relationship-first approach, taking the time to understand each client’s unique situation before recommending a path forward. He believes that sound retirement planning starts with clear communication and a genuine partnership between advisor and client.