Richard L. Hope

Retirement Plan Specialist

Phone: 443-878-1890
Professional Designations: CPFA, ChFC®, AIF®

Since 1989, Rick Hope has helped individuals and organizations with retirement plan solutions. For the past two decades he has developed a specialty in the retirement planning industry within the closely held business market.

Rick is a proud member of the team at Washington Financial Group that was recently named the 2017 PLANSPONSOR Retirement Plan Adviser of the Year in the Small Team category.¹ The 2017 PLANSPONSOR Retirement Plan Adviser of the Year winners have demonstrated leadership and a commitment to excellence for their retirement plan sponsor clients and participants.

Rick has received the Accredited Investment Fiduciary (AIF®) designation through the Center for Fiduciary Studies, in association with the Center for Executive Education, Joseph M. Katz Graduate School of Business, University of Pittsburgh. He is a member of the National Association of Plan Advisors (NAPA) and has earned the Certified Plan Fiduciary Advisor (CPFA) designation.

Rick is also a licensed Life and Health professional, with the ability to conduct business in Maryland, The District of Columbia and Virginia. He has also obtained the designation Chartered Financial Consultant (ChFC) earned through the American College in Bryn Mawr, Pennsylvania.

Rick graduated from the University of Maryland at College Park.

He and his wife Karen reside in Ellicott City. They have two children, Alex and Taylor. The family has strong roots in Howard County as they have been residents there for the past 31 years. The family is members of Grace Community Church, in Fulton, Maryland. Rick shows continued dedication to serving his community as he was past president of the Laurel Lions Club and is a member and past president of the Columbia Rotary Club.

 

 


¹The PLANSPONSOR Retirement Plan Adviser of the Year includes winners across four categories: individual, small team, large team and mega team. Judges look for advisory practices that employ industry best practices across a number of areas, including the implementation of auto enrollment, auto escalation and re-enrollment, especially at higher levels than the industry norms. Advisers that are successful in the award program need to demonstrate a commitment to outcomes-based measurement and encourage plan sponsor clients to create plans not that are just in the best interest of the company but are in the best interest of participants. This award does not evaluate the quality of services provided to clients and is not indicative of future performance. Neither the advisors nor their parent firms pay a fee to PLANSPONSOR in exchange for the Retirement Plan Adviser of the Year award.


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