Our Team Richard Testa 508-655-2410 508-655-2411 firstname.lastname@example.org Richard J. Testa, Jr., is a Certified Financial Planner, whose experience in understanding the numbers combined with the practical view of his client’s current financial position, and consistent recognition for the most appropriate long-term development plan for future wealth management, are the excelling reasons his services are different and better than other financial planners. His approach is based on, as he says, “Looking at the big picture first, then filling in the specific details.”Richard’s business attracts an esoteric clientele, one that understands the ten-, fifteen-, and twenty-year plan. By partnering with his lifetime clients, Richard consults with each of them as their goals and needs occasionally shift, as well as regularly reviewing the robustness of their current portfolio. Offering this proactive measure solidifies the mutual financial planning relationship, as well as the commitment and loyalty of his clients.Richard attended Worcester Polytechnic Institute, in Worcester, Massachusetts for his undergraduate degree. He then studied for his master’s degree in finance at Babson College in Wellesley, Massachusetts, where he graduated Magna Cum Laude. Later, he continued on to MIT in Cambridge, Massachusetts, where he earned his master’s degree in engineering.After graduating from Babson in 1998, he pursued a career in financial planning at Merrill Lynch. In 2003, after five years of acquiring experience at the Fortune 500 company, Richard left to focus his attention on clients in a regional capacity, working for a smaller brokerage firm.In 2010, Richard further crystallized his niche services in a more personalized, trusting capacity, joining the boutique broker-dealer firm, Prospera Financial Services, headquartered in Dallas, Texas. He is proud to be on a first-name basis with the company’s three owners, a business model which he routinely applies to his relationship with his clients.Richard and his family enjoy downhill skiing, waterskiing, and cheering on the Boston Red Sox. Diana Soave 508-655-2410 email@example.com Diana Soave serves as the financial planning assistant at Testa Associates. She has held this substantive position since 2014. Her experience teaching students contributes to her ability relating to clients and understanding their financial goals.Prior to joining Testa Associates, Diana taught sixth and seventh grade math for seven years in the Maynard public school system and continues to tutor students in math studies. She is proud to be a part of the annual Boston Globe’s Stock Market game, a program designed to engage and teach students financial literacy and improve academic performance.She holds a Bachelor of Arts degree in Psychology and Elementary Education, with a minor in dance from the University of Massachusetts Amherst.Since 1999, she has been the owner of a dance studio in the Metro West area, in which her students regularly participate in regional ballet, tap, jazz, and hip hop dance competitions; as well as performing during halftime at Boston Celtics and the Worcester Railers games. Additionally, she is the assistant cheer coach for the Framingham Youth Football team.In her spare time, Diana enjoys spending time with her husband and six children, enjoying athletic activities, including waterskiing at their summer home in Buzzard’s Bay, or as a hockey mom in winter. Contact Us! Name Email Phone Thank you! Oops!