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Richard Kolb

Richard Kolb

Managing Partner at Inspirion Wealth Advisors, LLC

Libertyville, IL , United States

About

Richard Kolb is the Managing Partner at INSPIRION WEALTH ADVISORS, LLC in Libertyville, IL, where he leads the firm's strategic direction, oversees client portfolio management, and coordinates the delivery of comprehensive financial planning services. He advises high-net-worth individuals and families, with a specialized focus on retirement planning, tax-efficient investment strategies, and estate planning.

Kolb covers sectors including equities, fixed income, and alternative investments, tailoring asset allocation strategies to client objectives. His approach combines in-depth analysis of tax implications with diversification across major asset classes to optimize long-term outcomes.

Previously, Kolb served as Partner and Financial Advisor at Inspirion Wealth Advisors, building extensive experience in client relationship management and complex financial planning. He holds a Bachelor of Science in Accounting and Finance from Indiana University’s Kelley School of Business and is a CERTIFIED FINANCIAL PLANNER® professional, recognized for his contributions to fiduciary standards and client advocacy within the wealth management industry.

Career History

OrganizationRoleDate RangeDetails
INSPIRION WEALTH ADVISORS, LLCManaging PartnerJan 2024 to Present
Inspirion Wealth Advisors, LLCFinancial AdvisorJul 2018 to Present
INSPIRION WEALTH ADVISORS, LLCPartnerJan 2022 to Oct 2024
Baxter International Inc.Senior Manager (Investor Relations)Mar 2018 to Aug 2018
Baxter International Inc.Manager (Investor Relations)Aug 2016 to Feb 2018
BaxaltaSenior Financial Analyst (Investor Relations)Jul 2015 to Jul 2016
Baxter International Inc.Financial Analyst (Investor Relations)Jun 2014 to Jun 2015
Baxter HealthcareFinancial Analyst (Manufacturing)Jul 2013 to Jul 2014
Baxter HealthcareFinancial Analyst (Research and Development)Dec 2012 to Jun 2013
Baxter HealthcareFinancial Analyst (Global Operations)May 2012 to Dec 2012
Baxter HealthcareInvestor RelationsJun 2011 to Aug 2011
Price Waterhouse CoopersPCS AssuranceJan 2011 to Mar 2011
Assurance intern in the Private Company Services group.
Baxter HealthcareFinancial Development Internship ProgramMay 2010 to Aug 2010

Education

Indiana University - Kelley School of Business

Bachelor of Science (B.S.), Accounting and Finance

2008 2012

Others at Inspirion Wealth Advisors, LLC (1)

NameRoleLocation
Noah Seidenberg
Noah Seidenberg
Managing PartnerLibertyville, IL , United States

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