Richard "Rick" Otis

Credentials:
  • CPA*
  • CLTC®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Rich is a graduate from Arizona State University. He is a Certified Public Accountant and is Certified in Long Term Care (CLTC) investments.

In his free time, Rick enjoys traveling, and spending time with his family, especially his grandchildren.

See Richard’s Licenses and Disclosures

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Contact Richard

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Capital Strategies

Main Office

317 Grace Lane Suite 250
Austin, TX 78746

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CRN201912-180567