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 complex financial and investment planning needs. Rick earned his CERTIFIED FINANCIAL PLANNER™ designation in 2012 and has recently earned his Chartered Financial Analyst (CFA) 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