Richard Weiss is an American financial professional and founder of Weiss Advisory Group, where he continues to serve as a consultant. With over four decades of experience in public accounting, he has built a career specializing in financial planning and advisory services. Weiss holds a Bachelor of Business Administration in accounting from the City University of New York and has earned multiple professional certifications, including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Personal Financial Specialist (PFS®), Chartered Life Underwriter® (CLU®), and Certified Public Accountant (CPA). He also serves on the Board of Directors for the Putnam County Savings Bank and Putnam County Housing.