Richard Engebretson

Richard Engebretson

Richard L. Engebretson is Vice President, WealthStar AllianceSM for Aviva USA. Rich is responsible for the leadership of the CPA distribution channel, WealthStar AllianceSM , a turn-key program providing the CPA with a comprehensive platform designed to equip them with the necessary tools, resources, and training to effectively meet the complex needs and demands of their clients in the areas of asset management, retirement distribution planning, and wealth transfer.Prior to joining Aviva USA, Rich was Chairman and CEO of Trusted Advisors – a financial services company that specialized in working with CPAs to integrate investment services into their practices. Rich founded Trusted Advisors in 1989 and created a successful financial services organization that provided over 300 CPAs and tax professionals with access to a wide array of financial products and services. Once the CPA became a registered representative of Trusted Advisors, the accounting professionals used the company’s financial tools available and their in-depth knowledge of their client’s financial needs to create customized financial solutions. These included: tax management, estate planning, capital accumulation and investments, and asset and income protection.Prior to founding Trusted Advisors, Rich worked for eleven years at KPMG – a leading global professional services firm.Rich received his bachelor’s degree in business administration from Pace University in Pleasantville, New York. A Certified Public Accountant, he is a member of the American Institute of Certified Public Accountants and the Minnesota Society of Certified Public Accountants.Rich and his wife, Jeanene, have one daughter, Megan and three sons, Thad, Collin and Tyler. They reside in Edina, Minnesota.