Testa Associates, LLC

CONNECT

Address:

181 Worcester Street
Natick, MA 01760

Phone:

508-655-2410

Fax/Other:

508-655-2411

Who We Are

 

Richard Testa

Testa Associates is headed by Richard J. Testa Jr., a Certified Financial Planner who earned a Masters of Business Administration from Babson University, where he graduated Magna Cum Laude.  Richard completed his undergraduate work at Worcester Polytechnic Institute. 

Richard believes that meticulous planning, attention to detail and the importance of a solid foundation are the keys to success in building a business as well as building a successful investment portfolio. “I like to look at the big picture first, and then fill in the specific details,” he says.

A native of Wayland, Richard has been wrestling coach since 1986 at the Wayland public school system, where he excelled in the sport. He was a State Champion wrestler and is in the Athletic Hall of Fame at Wayland High School and Worcester Polytechnic Institute. He has been married since 1984 and has three children. In his spare time, Richard and his family enjoy snow and water skiing, running, and cheering on the Boston Red Sox.

 

Diana Soave

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck