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Richard Emilio Chiozzi

Richard Emilio Chiozzi, American financial planner, investment advisor. Certified Financial Planner.


  • Chiozzi, Richard Emilio was born on December 10, 1942 in Medford, Massachusetts, United States. Son of Emilio and Agnes (Pignone) Chiozzi.

  • Education

    • Bachelor of Science, Boston College, 1966. Master of Education, Boston University, 1968. Certified advanced graduate study, Boston University, 1972.


    • Senior vice president Shorey-Huntington Corporation, Concord, Massachusetts, 1980-1987, Boston Finance Services, Salem, New Hampshire, 1987-1989. Vice president First Hawaiian Bank, Honolulu, 1989-1995. Senior vice president Hinsdale Federal Bank, 1995-1997.

      Partner, co-founder Successful Finance Solutions, Inc., Northbook, Illinois, since 1997. Lecturer University Hawaii, Honolulu, since 1989. Adjunct faculty member College Finance Planning, Denver, since 1985.

    Major achievements

    • Certified Financial Planner.


    Finance committee member Star of the Sea, Honolulu, 1992. Steering committee member Kapiolani Women & Children's Hospital, Honolulu, 1991. Member Certified Fire Protection Specialist (named to Registry of Finance Planning Practitioners 1985), International Association Finance Planners (executive director), Hawaii Estate Planning Council, National Association Professional Finance Advisors, Certified Fire Protection Specialist Chicago (board directors), Hawaii Chamber of Commerce.



    Music, jogging.


    • Married Margo Eileen Heath, May 28, 1988. Children: Christopher Emilio, Anthony Paul.
    • father: Emilio Chiozzi
    • mother: Agnes (Pignone) Chiozzi
    • spouse: Margo Eileen Heath
    • children: Christopher Emilio Chiozzi
    • Anthony Paul Chiozzi
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    Born December 10, 1942
    (age 74)
    • 1966
      Boston College
    • 1968
      Boston University
    • 1972
      Boston University
    • 1980 - 1987
      Senior, vice president Shorey-Huntington Corporation
      Concord, North Carolina, United States
    • 1987 - 1989
      Senior, vice president Shorey-Huntington Corporation
      Salem, New Hampshire, United States
    • 1989 - 1995
      vice president, First Hawaiian Bank
      Honolulu, Hawaii, United States
    • 1995 - 1997
      senior, vice president Hinsdale Federal Bank
    • 1997
      Illinois, United States