Rick Quanemail
6701 Koll Center Parkway, Ste 140
Pleasanton, CA 94566
Professional Story
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Education
MA: University of Michigan, Ann Arbor (1985)
BA: University of California, Berkeley (1981)Hobbies
Travel
Affiliations & Memberships
Rotary International, member since 2001
Languages:
- English
Credentials:
- CFP®
- CMFC®
- LUTCF®
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Estate Planning
- Business Succession Planning
- College Funding Strategies
- Retirement Strategies
- Retirement Income Planning
- Charitable Giving
- Financial Education
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