Rich grew up in a suburb of Chicago (Glenview) and quickly learned the importance of financial planning after his mother tragically passed away in a white-water rafting accident. After attending the University of Illinois Urbana-Champaign, Rich worked in corporate finance for several years before starting his financial planning career at the beginning of 2009. He quickly built a successful solo financial practice but desired to build a more dynamic team that could serve a multi-generational client base.

Teaming up with Joe Smith, they formed Catalyst Planning Partners, a firm focused on helping individuals and families protect and achieve their most important financial goals. Catalyst Planning Partners is focused on helping clients optimize, execute, and review their dynamic life and financial plan.

Rich’s mission is to love and serve God, family, friends, clients, as well as the multi-generations of people he will never see or meet and thereby make a profound impact on this world. Rich and his team will first help you articulate your objectives and then plan around those objectives using analysis, strategic thinking, insurance, and investments. The team will then consistently review your plan to make sure you stay on track. Rich specializes in working with business owners, executives, and families that are pre-retirees/retirees.

Connect with Rich Woo:

Website: https://catalyst.nm.com/ 

LinkedIn: https://www.linkedin.com/in/richwoo/ 

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