Rich Vasko

CFP®, MBA, CASL®

True Bearing Financial Planning

Principal

Rich Vasko

CFP®, MBA, CASL®

True Bearing Financial Planning

Principal

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Rich Vasko, CFP®, MBA, CASL®

Rich Vasko is a St. James, NC financial advisor and investment manager. True Bearing Financial Planning specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Rich Vasko is a fiduciary financial planner.

A CERTIFIED FINANCIAL PLANNER™, Rich Vasko founded True Bearing Financial Planning LLC in the town of St. James, North Carolina. He specializes in helping clients create financial plans so they can avoid costly mistakes and enjoy retirement to the fullest. Families ask him for assistance with advanced care plans as well.

In addition to his CFP® certification, Rich has earned a Bachelor’s degree from the Stern School of Business at New York University and a Master’s in Business Administration from Plymouth State University. He also has a Certified Advisor in Senior Living certification from the American College of Financial Services.

Rich was an officer on a Chamber of Commerce and was recognized as the Volunteer of the Year. Moreover, he enjoys sports as much as being a businessman. Rich coached and umpired baseball for 10 years and served as an officer of the youth baseball and hockey associations.

Rich Vasko's fiduciary obligation is governed by:

  • Certified Financial Planner (CFP)
  • National Association of Personal Financial Advisors (NAPFA)
  • XY Planning Network

Are you retired or intending to retire soon? Let True Bearing Financial Planning LLC in St. James, North Carolina help you secure your future by developing a financial plan tailored to your particular needs, wants, and goals. Together, we’ll look for better ways to manage your income more effectively and make wiser financial decisions in preparing for the next chapter of your life.

The fiduciary standard of care requires all financial advisers to act solely in their clients’ best interests when offering personalized financial advice. True Bearing Financial Planning LLC lives up to this standard by only accepting compensation from our clients and working exclusively for them. We believe that this approach (referred to as fee-only) eliminates conflicts of interest, allowing us to provide our clients with the most fitting advice possible. 

Our company receives no commissions or referral fees. We do not sell investment products. Rest assured that any request will be handled promptly and meticulously, as the members of our team are trained to assess each situation first before providing fee-only advice based solely on your needs.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Military
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Hourly Fee
  • Monthly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Rich Vasko is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Chartered Advisor for Senior Living® (CASL®)
    Rich Vasko is a Chartered Advisor for Senior Living (CASL)

    CASL® is a rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution, and estate planning strategies for those preparing for or in retirement. Advisors taking this program commit between 250 and 300 hours of study and take about 18 months to complete the designation.

  • National Association of Personal Financial Advisors (NAPFA)
    Rich Vasko is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Rich Vasko is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Rich Vasko

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Office Locations:

  • By Appointment
    St. James, NC 28461

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