Richard (Rick) Priceemail
Professional Story
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
Implement your strategy with products and services that help meet your needs
Education
University of Florida (2004)
Hobbies
Water Sports, Sailing, Kitesurfing, Wake-boarding
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, inc. (FINRA), The National Association of Insurance and Financial Advisors (NAIFA), The Financial Services Certified Professional (FSCP)
Community Involvement
Calvary Chapel, Calvary Christian Academy
Languages: English
Credentials: FSCP®
Specialties:Insurance Strategies, Investment Strategies, Financial Education, Risk Management Strategies, College Funding Strategies, Retirement Strategies, Retirement Income Planning, Business Owners, Business Succession Planning, Group Benefits
Check the background of this investment professional on FINRA's BrokerCheck