Richard J Urciuoli President and CEO profile image from summit planning group near syracuse ny

Richard J. Urciuoli

President and CEO

Rick is a lifetime resident of CNY, currently living in Marcellus. He earned his B.S. in Finance from Syracuse University in 1975. In 1986, Rick founded Summit Planning Group.

Through the years, Rick has built a reputation as a financial planning and money management professional. His practice focuses on retirees and those about to retire, helping them with strategies designed to protect their principal and ensure that their money lasts a lifetime. Your investment concerns and financial planning needs are his highest professional priority. His conservative style and thorough understanding of economics helps ensure that as you near retirement, you will not be taking on excessive risk.

Additionally, Rick has been providing his insight on the economy for more than 29 years, as host of The Summit Planning Financial Hour on NewsRadio 570 - 106.9 WSYR. His show is the longest-running financial radio show in central New York.