Richard J. Petrucci, Jr., J.D., CPA, CFP ®

Richard J. Petrucci, Jr., J.D., CPA, CFP®
Rick Petrucci focuses in the areas of estate planning, business succession planning,
financial planning, execu ve compensa on planning, taxa on, asset protec on
planning, special needs planning, and elder law.
Guidance. Insight. Results.
Rick’s crea vity, experience, and resourcefulness enable him to work well with our
clients and heir professional advisors in order to implement responsive solu ons for
financial objec ves.
Previously, Rick had been an estate planning a orney in private prac ce, an estate and
business planning a orney with a na onal insurance company, and a tax lawyer with an
interna onal accoun ng firm.
In addi on to being an a orney, Rick is also a CERTIFIED FINANCIAL PLANNER™
cer ficant and a Cer fied Public Accountant.
Rick graduated from Bryant University with a B.S. in Business Administra on
(Accoun ng and Finance) in 1988 and from Hofstra University School of Law in 1991.
Rick is a member and past Co‐Chairperson of the Probate & Trust Commi ee of the R.I.
Bar Associa on; a member and past Chairperson of the Financial Planning Associa on,
Rhode Island Chapter; and a member of the Estate Planning Council of Rhode Island, the
R.I. Society of Financial Service Professionals, and the Parish Finance Council of Holy
Apostles Church in Cranston, Rhode Island.
Richard J. Petrucci, Jr., J.D., CPA, CFP® AƩorney– Estate & Business Planning
200 Clarendon Street, 19th Floor
Boston, MA 02116
Tel: (617) 585‐4574 (Boston)
Tel: (401) 432‐8855 (E. Providence)
Cell: (401) 864‐2799
eFax: (401) 223‐9613
[email protected]
L0213305408[exp0215][All States][DC,GU,MP,PR,VI]].