Christopher Rick, Cfp®
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Christopher Rick, Cfp® Email & Phone Number

Executive Vice President and Financial Advisor at Keystone Private Wealth
Location: Palm Desert, California, United States 6 work roles 1 school
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Current company
Keystone Private Wealth
Role
Executive Vice President and Financial Advisor
Location
Palm Desert, California, United States
Company size
13 employees

Who is Christopher Rick, Cfp®? Overview

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Christopher Rick, Cfp® is listed as Executive Vice President and Financial Advisor at Keystone Private Wealth, a with 13 employees, based in Palm Desert, California, United States. AeroLeads shows a matched LinkedIn profile for Christopher Rick, Cfp®.

Christopher Rick, Cfp® previously worked as Executive Vice President & Financial Advisor at Keystone Private Wealth and Senior Vice President & Financial Advisor at Cypress Wealth Services. Christopher Rick, Cfp® holds Bachelor Of Arts (Ba), Economics from University Of California, San Diego.

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Keystone Private Wealth

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Profile bio

About Christopher Rick, Cfp®

I believe every client should have a financial plan they understand which is achieved through education and consistent communication. I view each clients’ goals as a planning opportunity rather than an obstacle. Through the discovery process, I can help clients identify their priorities and pursue their goals with greater confidence.

Current workplace

Christopher Rick, Cfp®'s current company

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Keystone Private Wealth
Keystone Private Wealth
Executive Vice President and Financial Advisor
Palm Desert, CA, US
Website
keystoneprivatewealth.com
Employees
13
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6 roles

Christopher Rick, Cfp® work experience

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Executive Vice President & Financial Advisor

Current
Keystone Private Wealth

Palm Desert, California, United States

As a CERTIFIED FINANCIAL PLANNER™ Professional, Chris believes every client should have a financial plan they understand which is achieved through education and consistent communication. Chris views each clients’ goals as a planning opportunity rather than an obstacle. Through his discovery process, Chris can help clients identify their priorities and pursue their goals with greater confidence.Chris Rick, CFP® joined Keystone Private Wealth as an Executive Vice President & Financial Advisor. With a strong financial planning background, he specializes in building a plan, whether it is preparing for retirement, maintaining a lifestyle in retirement or building a legacy.Chris began his career with Morgan Stanley Smith Barney in 2010. Most recently he was a Financial Consultant with Fidelity Investments in Palm Desert since 2011. Chris graduated from the University of California San Diego with a bachelor’s degree in Economics.

Jun 2021 - Present

Senior Vice President & Financial Advisor

Cypress Wealth Services

Palm Desert, Ca

Chris Rick joined Cypress Wealth Services in September 2018 as a Senior Vice President & Financial Advisor. With a strong financial planning background, he specializes in building a plan, whether it is preparing for retirement, maintaining a lifestyle in retirement or building a legacy. He believes every client should have a financial plan they understand which is achieved through education and consistent communication. His goal is to simplify the wealth planning process, so his clients might make more informed financial decisions.

Sep 2018 - Jun 2021
1 education record

Christopher Rick, Cfp® education

  • University Of California, San Diego
    University Of California, San Diego
    Economics
FAQ

Frequently asked questions about Christopher Rick, Cfp®

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What company does Christopher Rick, Cfp® work for?

Christopher Rick, Cfp® works for Keystone Private Wealth.

What is Christopher Rick, Cfp®'s role at Keystone Private Wealth?

Christopher Rick, Cfp® is listed as Executive Vice President and Financial Advisor at Keystone Private Wealth.

Where is Christopher Rick, Cfp® based?

Christopher Rick, Cfp® is based in Palm Desert, California, United States while working with Keystone Private Wealth.

What companies has Christopher Rick, Cfp® worked for?

Christopher Rick, Cfp® has worked for Keystone Private Wealth, Cypress Wealth Services, Fidelity Investments, and Morgan Stanley Wealth Management.

How can I contact Christopher Rick, Cfp®?

You can use AeroLeads to view verified contact signals for Christopher Rick, Cfp® at Keystone Private Wealth, including work email, phone, and LinkedIn data when available.

What schools did Christopher Rick, Cfp® attend?

Christopher Rick, Cfp® holds Bachelor Of Arts (Ba), Economics from University Of California, San Diego.

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