Rick is a Wealth Manager and has over 10 years of experience working with a diverse clientele including retirees and business professionals. More recently he served as a Private Client Advisor for a large Fortune 500 company, advising clients with more complex financial planning and investment planning needs.
Rick earned his Certified Financial Planner designation in 2012 and is currently scheduled to write for Level III of the coveted Chartered Financial Analyst program, the highest distinction in the investment management profession. He also earned his Chartered Life Underwriter designation in 2015, specializing in insurance planning for families and business owners. Rick recently spent two years living in Spain, where he completed has MBA and Master in Finance degrees. He is a Southern California native and a graduated from San Diego State
University with his Bachelor’s degree in Personal Financial Planning. Rick currently resides in Northeast Washington with his husband, Patrick, and two French Bulldogs, Don Juan and Pablo. Rick is fluent in Spanish and has conversational skills in American Sign Language.