Richard Cavanagh

Richard Cavanagh, CFP®, CFA, is a Senior Investment Advisor with NDS Wealth Advisors. Over the course of his career, Rich has remained dedicated to delivering exceptional financial analysis and advice. Starting as an insurance advisor, he earned the CLU and ChFC designations, building a strong foundation in comprehensive financial planning. As Rich transitioned into investment and wealth management, he achieved the Certified Financial Planner (CFP®) designation and later the Chartered Financial Analyst® (CFA) charter, further solidifying his expertise in providing strategic investment guidance and wealth management solutions.

A graduate of Harvard University, Rich has extensive experience managing clients’ wealth in diverse settings, including solo practice, institutional roles, and independent Registered Investment Advisor (RIA) platforms. His wide-ranging expertise spans managing institutional and private accounts, consulting for institutional insurance and 529 college savings plans, and overseeing firm compliance with Securities and Exchange Commission (SEC) regulations. Just before joining NDS Wealth Advisors, he expanded his professional scope as a Senior Business Consultant, leading over 30 small business consulting projects across the U.S. He also brings over a decade of experience as a Chief Compliance Officer for RIA firms. Richard and his wife, Melinda, reside in Warwick, RI.