RP

Richard Pucciarelli, CTS®, CFS®, CAS®

Member in Good Standing
President
Davidson, NC
CTS® CFS® CAS®
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About Richard

Dr. Richard Pucciarelli is the President and Founder of Carolina Retirement Resources, Inc. He has over 19 years experience educating and serving retirees and pre-retirees on how to plan for and protect their financial future. Richard takes a comprehensive approach ensuring that all components of a clients financial affairs work in collaboration, producing the best possible outcome. His areas of expertise include retirement planning, wealth accumulation, asset protection, income planning and 401k rollover and retirement account distribution. He understands the importance of having a trusted advisor, with a fiduciary responsibility, that is experienced, responsive and understands your expectations for integrity and transparency. 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other.

Education

Doctor of Chiropractic
Bachelors of Science Human Biology
AAS Medical Technology
Bachelors of Arts Preprofessional Biolog

Licenses

Series 65
Life
Investment Advisor Representative
Accident & Health

IBF Designations

Certified Tax Specialist
Tax planning strategies for individuals, businesses, and retirement accounts.
Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
Interested in earning an IBF designation? Explore all programs

Contact Richard

Davidson, NC
Email

At a Glance

IBF Designations 3
Member Since 2011
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.