Rio Grande University, BS
Certified Public Accountant (CPA)
Certified Treasury Professional (CTP)
Chartered Life Underwriter (CLU)
Chartered Financial Consultant (ChFC)
Fresh Air Fund
We Promise Foundation
Richard Deutsch brings to the firm over 20 years of experience in financial analysis and consulting. His areas of focus are nonqualified executive benefit plan consulting and corporate/bank owned life insurance (COLI/BOLI) consulting.
In the area of nonqualified executive benefits, his expertise includes: plan design, taxation, accounting, funding, and related planning issues. Related to COLI/BOLI consulting, his experience extends to insurance product design and pricing as well as related financial, tax, and accounting implications.