Together, we’ll craft a personalized strategy to help you work towards your financial goals.
(800) 644-1150
As the firm’s chief financial planning officer, Rick is responsible for oversight and guidance of the firm’s wealth services. In this role, Rick is an invaluable resource to our wealth management team, advising on asset allocation strategies and helping clients design sophisticated financial, tax, and estate planning solutions.
Rick has been a financial planner for more than 25 years and was a regular contributor to financial radio programs syndicated throughout the country, where he could be heard answering questions on all topics regarding personal finance. Rick is a native San Diegan who graduated from San Diego State University and holds the CERTIFIED FINANCIAL PLANNER™ designation as well as FINRA Series 7 and 63 licenses and a California insurance license (#0765622).
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It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.
During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.
If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.
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Click the Schedule My Appointment button to continue. When booking your meeting, select the Introductory – INTRO service.