Richard Shakter, a founding partner of Financial Compass Group, LLC, is a seasoned financial advisor with 35 years of experience guiding individuals, families, and business owners through complex financial decisions. His work reflects a commitment to careful listening and a belief that financial planning works best when it brings clarity to the present and reassurance about the future.
Shakter's professional journey began with a strong academic foundation that combined legal and business training. Early on, he envisioned a traditional path within corporate law, with the long-term possibility of serving in a senior in-house counsel role. That direction reflected a genuine interest in how organizations operate and how financial and legal frameworks support long-term decision-making. "After some time, I realized my drive was really about autonomy and creativity. I wanted to build something that carried my own perspective," Shakter states. "At the heart of it, I needed the freedom to shape my work around how I think and how I solve problems."
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