Richard Jakotowicz CFA, CFP®

Financial Planning and Wealth Management

Welcome
About
My Courses
Schedule a Meeting
$1,000,000 Coffee

Welcome
About
My Courses
Schedule a Meeting
$1,000,000 Coffee

Intro and Ethics

Overview and Ethics Slides

Risk Tolerance Questions

RichJ@udel.edu

318 Purnell Hall

(302) 831-7226

© 2021 Richard Jakotowicz CFA, CFP®

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richj@udel.edu | 318 Purnell Hall | (302) 831-7226