Broker Check
Theodore R. Rich, CLU

Theodore R. Rich, CLU

Senior Partner

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Personal Quotation:  “Someone is sitting in the shade today… because someone planted a tree a long time ago” - Warren Buffett

Why did you get into the Financial Services Industry? I was born into it, at an early age I saw how my father helped people by making sure they had the proper protection if they died too soon. When I was 12 years old, my dad passed away suddenly, and he made sure we were financially secure.    

Where did you go to school & what certifications do you have? I went to high school at Atlantic City High School and went on to graduate with a Bachelor of Science from the University of Delaware. Professionally, I went on to receive my Chartered Life Underwriter (CLU) designation from The American College, and received a certificate of completion on Retirement Income Planning held at the highly recognized Aresty Institute of Executive Education at The Wharton School, University of Pennsylvania. Additionally, I am a Lifetime & Qualifying Member of the Million Dollar Round Table, 22 years of having been an Honor Roll Member and Eight Time Court of the Table Member.  

What is the most valuable piece of advice/wisdom you’ve received? I learned at an early age, the importance of giving back to your community by taking a leadership role. 

What charitable organizations are you affiliated with? I am a Life Member & Past Chairman of the Board at the Seashore Gardens Living Center – Home for the Aged. I am a Charter Board Member with the Seashore Gardens Foundation. I am also a Life Member, Past Chairman & Past President of Congregation Beth Israel, and the Past Treasurer & Board Member of the Atlantic County Crime Stoppers.

Fun Facts:

Favorite Books: From Robert Ludlum to Ken Follett to Daniel Silva, any fiction that is suspenseful.

Favorite Sports Team: San Francisco 49ers, since 1969

Favorite Places you have traveled: Very fortunate to have been to many wonderful places with my wife, including Hawaii multiple times, Israel as part of a mission, Greece, Italy, London, Paris, Amsterdam, Barcelona and so far I have been to 36 states.

Favorite Food: That’s easy….Pizza in every country that I have visited

Favorite Leisure Activity: Following the 49ers, in good years and bad decades!

Five Characteristics to describe me: Loyal, Caring, Empathetic, Supportive, & Being a Leader 

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