Dick Liburdi

Dick joined Compass Ion in 2006. Here, he focuses on our 55+ market, specializing in retirement and investment planning. He started his career as a stockbroker with E.F. Hutton followed by a fifteen year stint in operations with Allstate Insurance Company. He later rose to vice president of marketing and product development for the Institutional Mutual Funds unit of SEI, then became senior vice president at The Penn Mutual Life Insurance Company. Prior to joining our firm, he was at Creative Financial Group where he specialized in investment management, while heading up their fee planning practice.

Dick is a graduate of the University of Wisconsin with a B.S. in Economics and has attended executive programs in business management at Columbia University’s Graduate School of Business.