Broker Check

Team

At Lepine Financial Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Richard R. Lepine

President/Financial Advisor

(401) 475-3508

[email protected]

As founder and president of Lepine Financial Advisors, Richard has been utilizing his extensive experience in financial planning and wealth management to support clients for nearly 30 years. He built his financial planning business…

Read more

Lisa Richard

Director of Client Service and Relations

(401) 475-3508

[email protected]

A lifelong Rhode Island resident, Lisa has more than 30 years of experience as an office manager/administrative assistant. She started her career at Textron, Inc., in Providence, R.I.; moved to Paul Revere Insurance Company in...

Read more

Lyse-Anne Lepine

Director of Information Technology and Marketing

(401) 475-3508

[email protected]

Lyse grew up in Woonsocket, Rhode Island, and now resides in Cumberland. She began her career in 1987 at Paul Revere Insurance Group in Worcester, MA, where she was a computer programmer and project manager. She became a computer...

Read more