Ceo
Current
1985 - Present
~41 yrs 6 mos
AeroLeads people directory · profile
Rich Balkcom Email & Phone Number
CEO
at
BAI Financial
1 work email found
@baiplan.com
3 phones found area 813 and 727
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO
Location
New Port Richey, Florida, United States
Company size
Who is Rich Balkcom? Overview
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Quick answer
Rich Balkcom is listed as CEO at BAI Financial, a with 3 employees, based in New Port Richey, Florida, United States. AeroLeads shows a work email signal at baiplan.com, phone signal with area code 813, 727, and a matched LinkedIn profile for Rich Balkcom.
Rich Balkcom previously worked as Associate at Lpl Financial and Financial Advisor and Financial Representative at New England Financial. Rich Balkcom studied at Bryant University.
Company email context
Email format at BAI Financial
This section adds company-level context without repeating Rich Balkcom's masked contact details.
{first}@baiplan.com
89% confidence
AeroLeads found 1 current-domain work email signal for Rich Balkcom. Compare company email patterns before reaching out.
Profile bio
About Rich Balkcom
Rich had over 50 years of experience providing Financial Guidance with LPL, , Merrill Lynch, MetLife, Phoenix Home Life, New England Financial and an employee benefit counselor for telecommunication employees. He provided financial guidance services to universities, public schools, telecommunications and health care organizations among many clients. In 2020he implemented his succession plan transition from an advisor to business development.Rich is a resident of Trinity FL. He has three children and enjoys spending time with his family and grandchildren. He is a founding member of the Trinity Rotary and is extremely active and supportive of his community. He has chaired and served on several non-profit boards of directors.
Listed skills include Financial Counseling, Employee Benefits, Estate Planning, Retirement, and 21 others.
Current workplace
Rich Balkcom's current company
Company context helps verify the profile and gives searchers a useful next step.
Bai Financial
7 roles · 61 years
Rich Balkcom work experience
A career timeline built from the work history available for this profile.
Associate
Financial Advisor And Financial Representative
1993 - 2013
~20 yrs
Registered Rep And Employee Benefit Counselor
Phoenix Home Life
1980 - 1993
~13 yrs
Manager
1976 - 1980
~4 yrs
Representative
1974 - 1976
~2 yrs
Operations
1966 - 1974
~8 yrs
Team & coworkers
Colleagues at BAI Financial
Other employees you can reach at baiplan.com. View company contacts for 3 employees →
1 education record
Rich Balkcom education
FAQ
Frequently asked questions about Rich Balkcom
Quick answers generated from the profile data available on this page.
What company does Rich Balkcom work for?
Rich Balkcom works for BAI Financial.
What is Rich Balkcom's role at BAI Financial?
Rich Balkcom is listed as CEO at BAI Financial.
What is Rich Balkcom's email address?
AeroLeads has found 1 work email signal at @baiplan.com for Rich Balkcom at BAI Financial.
What is Rich Balkcom's phone number?
AeroLeads has found 3 phone signal(s) with area code 813, 727 for Rich Balkcom at BAI Financial.
Where is Rich Balkcom based?
Rich Balkcom is based in New Port Richey, Florida, United States while working with BAI Financial.
What companies has Rich Balkcom worked for?
Rich Balkcom has worked for Bai Financial, Lpl Financial, New England Financial, Phoenix Home Life, and Metlife.
Who are Rich Balkcom's colleagues at BAI Financial?
Rich Balkcom's colleagues at BAI Financial include Judith Balkcom, Geoff Balkcom, and Rick Balkcom.
How can I contact Rich Balkcom?
You can use AeroLeads to view verified contact signals for Rich Balkcom at BAI Financial, including work email, phone, and LinkedIn data when available.
What schools did Rich Balkcom attend?
Rich Balkcom studied at Bryant University.
What skills is Rich Balkcom known for?
Rich Balkcom is listed with skills including Financial Counseling, Employee Benefits, Estate Planning, Retirement, Securities, Investments, Fixed Annuities, and Retirement Planning.
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