Originally from the suburbs of Philadelphia, Rick became entrepreneurial at a young age. Starting as a paperboy in the 3rd grade he graduated to running his own lawn mowing business in middle school and a hair cutting service in high school. Rick learned the value of a dollar the old-fashioned way and built a strong business acumen in the process. At the age of 18 he started investing in stocks and was drawn to the financial planning career path. Rick graduated with a Bachelor’s and Master’s degrees and resides in Florida. In addition to his academic credentials, Rick is a CERTIFIED FINANCIAL PLANNER™, has a certificate in Behavioral Finance and has his Series 7, 66 and insurance licenses.
Rick has been in the financial services industry since 2001. Wealth Advisors, Inc. is a top advisory firm and offers independent, financial planning. As a financial advisor, Rick understands the importance of providing guidance, being a coach to his clients and a sounding board when they have questions or concerns. To make a difference, Rick believes team work will enable his clients to reach for the retirement dreams they’ve imagined.
Discipline and a strong work ethic, formed at a very young age, has contributed to Rick’s success. When not helping clients, Rick enjoys weight training and lives a healthy lifestyle. Rick has also been involved in community service with the local church and enjoys the outdoors as much as possible.