Richard F. DeFluri, CIMC, RFC, AIF®'s Portrait

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Richard F. DeFluri, CIMC, RFC, AIF®

Principal, Wealth Counselor

The founder of Abundance and architect of the holistic method of serving his clients (known as the Six Steps of Wealth Wisdom), Dick DeFluri is peerless in his knowledge of estate planning, asset protection, and sound wealth management. Connected to a vast network of individuals and organizations, Dick is a nationally respected financial services leader. He has presented seminars on asset allocation, security selection protocol, hedge fund analysis, and sophisticated estate and asset protection planning techniques, is a member of several professional and philanthropic organizations, and is the author or contributing author of several books.

  • B.S. in business administration from The Pennsylvania State University
  • Accredited Investment Fiduciary®
  • Certified Investment Management Consultant (CIMC)
  • Registered Financial Consultant (RFC)
  • Life, accident, and health insurance licensed
  • Admitted into the NFL Players Association Financial Advisors Program as a Registered NFL Players Association Financial Advisor


  • Financial Planning Association
  • National Association of Life Underwriters
  • Association for Advanced Life Underwriters
  • The Professional Business and Financial Network

Board Memberships

  • Penn State University Libraries Development Advisory Board
  • Aqua Penn Spring Water Corp. (past)
  • Nittany Health Care Corp. (past)
  • Aris Corp. (past)
  • Penn State University Athletic Committee Board of Advisors (past)

Outside Business

  • General Partner Sherwood, LP
  • General Partner Village at Canterbury, LP
  • General Partner Urban Storage, LP
  • General Partner PFG Preferred, LP
  • Majority Partner Home D Pizzeria & Robin Hood Brewing Co.
  • General Partner All Seasons Storage (past)
  • Partner PFG Capital Corp. (past)
  • Partner Joyner Sports Medicine Corp. (past)