Meet Richard Galdieri
From the trading floor of the Boston Stock Exchange to executive CFO leadership, consultative commodity advisory, and specialized family care planning.
Career Highlights & Heritage
- B.S. in Finance — Strong foundational training in analytical modeling and valuation.
- Boston Stock Exchange Floor Specialist — Managed risk and pricing decisions in real-time market pressure.
- Corporate CFO Roles — Directed capital structure, budgeting, risk management, and long-term liquidity.
- Commodity Advisory & Account Management — Consultative strategic advisory in volatile agriculture & energy markets.
- Specialized Care Planning — Guiding families through high-stakes care transitions and preserving what they built.
A Career Built on Rigor, Listening, and Practical Protection
Richard’s career spans financial markets, corporate finance, and client-facing account management roles in the agriculture and energy commodity industries. After earning his B.S. in Finance, he began his career as a specialist on the floor of the Boston Stock Exchange, where he developed a rigorous, analytical approach to valuation, risk, and decision-making in fast-moving conditions.
From there, Richard moved into executive finance, serving in CFO roles where he was responsible for budgeting, capital strategy, and financial oversight. He later turned to the agriculture and energy commodity space, where he spent years in account management and strategic advisory roles, helping organizations navigate volatile markets and guiding finance, procurement, and operations executives through complex challenges.
His approach in these roles was highly consultative, built around clear communication, long-term value, and building trust-based relationships.
The Pivot to Personal Planning & Care Transitions
Richard's interest in personal financial planning grew in part from working through many of the same financial questions in his own life. This experience gave him a practical appreciation for how difficult it can be for busy professionals to organize all the pieces, see the whole board, and make informed decisions.
That journey ultimately led Richard to specialized care planning. Through Jetty Financial, Richard helps families protect what they've worked a lifetime to build and avoid costly mistakes during one of life's most stressful transitions—when a loved one needs care.
How Richard Works With You Today
Richard applies the listening skills he developed in his senior corporate advisory years to understand the full picture first. He doesn't rush you into boilerplate portfolios or product quotas.
Instead, he takes a genuinely consultative approach: walking you through your real options and the trade-offs of each, enabling you to make decisions you deeply understand and believe in.
What You Can Expect in Every Interaction
No Jargon or Egos
Direct, transparent explanations in plain English. You will always understand exactly why an approach is suggested, what alternatives exist, and what tradeoffs are involved.
Zero Wealth Snobbery
We work primarily with hardworking professionals (40–60) who have meaningful income, benefits, and family responsibilities. No arbitrary high-net-worth gating.
A True General Contractor
We coordinate all aspects—from income protection and estate documents to real estate, business interests, and care options—collaborating with outside attorneys and CPAs.