Richard A. Gotterer,  CFP<sup>&reg;</sup> - Financial Advisor

Richard A. Gotterer, CFP®

Regional Director, Senior Wealth Advisor

Calamos Wealth Management LLC

2020 Calamos Ct
Naperville, IL 60563

Calamos Wealth Management LLC

155 Morningside Dr
Coral Gables, FL 33133

Calamos Wealth Management LLC

220 Alhambra Circle, Suite 300
Coral Gables, FL 33134
(305) 322-5072

General

Richard Gotterer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Calamos Wealth Management LLC in Naperville, IL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Special Needs

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