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Richard Alphonso

AEP®, CPA/PFS, JD, M.S.T., CGMA®

Senior Vice President, Financial Advisor

ralphonso@wealthenhancement.com

About

Rick has over 30 years of experience in personal financial planning, estate planning, investment management, taxation, corporate finance, and business consulting. As a founding member of the Financial Advisory Group, he served as their Chairman and Chief Executive Officer before joining Wealth Enhancement Group in 2024.

Rick is a former president and current member of the Board of Directors for the American Academy of Attorney-Certified Public Accountants (AAA-CPA) and is actively involved in its §501(c)(3) foundation. He is also a member of the prestigious Ed Slott, CPA Elite IRA Advisor Group.

Rick is married to his childhood sweetheart, Connie, and they have a daughter, Renee. Outside of finance, he enjoys his time outdoors jogging, racing cars, and watching sports. He loves music of all varieties.

Education

  • JD - Law, Tulane University Law School
  • MS - Accounting (Taxation), University of New Orleans
  • BS - Accounting, University of New Orleans

Resources from Richard Alphonso

Topic
Topic
PDF

Q3 2023 Review of the Markets

The third quarter of 2023 was bumpy for most asset classes. U.S. stocks were among the worst performers, with the S&P 500 falling 3.3% and smaller capitalization stocks generally down more. On a year-to-date basis, however, large cap U.S. stocks remain among the best performing asset classes, with the S&P 500 up 13%.
10/1/2023
PDF

Q1 2023 Review of the Markets

A key development during the first quarter was the failure of several large U.S. banks, including Silicon Valley Bank (SVB) and Signature Bank, and the subsequent scrutiny on the U.S. banking system. In addition to the bank failures in the U.S., UBS agreed to purchase Credit Suisse, furthering concerns over the banking system. Ultimately, the U.S. saw the second and third largest bank failures in the country’s history.
4/1/2023
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