Richard Wadatz, MBA, CFA, CFP®

Richard Wadatz brings more than two decades of finance and executive leadership experience to his work as a Financial Advisor with the HUB International RPW–Nashville Group. Holding the CFA and CFP® designations alongside an MBA, Richard combines rigorous analytical discipline with a comprehensive, client-centered planning approach.

Prior to joining HUB, Richard built a distinguished career in healthcare finance, most notably serving as CFO and Senior Vice President at Chinaco Healthcare — a multinational organization with entities spanning the U.S., Bermuda, Hong Kong, and China. There, he led capital planning, budgeting, internal audit, and contract negotiations across more than nine entities and 1,000 employees, secured over $120 million in financing, and helped grow revenue by more than 2.6x as part of the executive operations team.

His broader background includes roles as CFO and VP of Finance across private equity and healthcare portfolio companies, where he also managed a corporate pension plan with approximately $100 million in assets and liabilities. Additionally, he served as a subject matter expert with FTI Consulting on municipal pension plans exceeding $46 billion in liabilities and held earlier positions in investment analysis and financial planning at MetLife Financial Services.

Richard leverages this deep operational and financial background to help clients navigate complex wealth decisions with clarity and confidence.