Rick Martin, Cfp® Email and Phone Number
Rick Martin, Cfp® work email
- Valid
Rick Martin, Cfp® personal email
My mission is to help individuals and couples retire successfully. To achieve their financial goals, they need to make sound informed decisions about their future. Investing assets with a long-term plan is how I help my clients achieve their goals.I work collaboratively with clients to help them identify their long-term financial goals and develop a plan to balance those goals with the minimum investment risk they may need in order to accomplish them. I use an objective process that projects the potential impact of inflation, healthcare and taxes. I then help manage assets, balancing risk vs. long-term goals.A cancer survivor, I know how important it is to consider unanticipated emergencies, such as the loss of a job, premature death, major health issue, or long-term disability in order to develop contingency plans.Let me help you achieve your financial goals.29691 Lorain Road | North Olmsted, OH 44070 | 440-779-1430 | www.szarkafinancial.com
Szarka Financial
View- Website:
- szarkafinancial.com
- Employees:
- 14
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Senior Financial PlannerSzarka Financial Jun 2006 - PresentNorth Olmsted, OhAs a CFP®, Rick takes a holistic approach with his clients. He believes that investment assets are the foundation of the retirement plan, but there are so many other factors that come into play during people’s lives. He believes that flexibility is key to a successful retirement plan. -
Financial PlannerPlax & Associates Jul 2005 - Jun 2006
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Financial PlannerLincoln Financial Advisors 2000 - 2005 -
Director, OperationsCole Managed Vision 1995 - 2000 -
Various RolesProgressive Insurance 1979 - 1995
Rick Martin, Cfp® Skills
Rick Martin, Cfp® Education Details
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Quantitative Methods -
Engineering -
Kirtland High School -
Management Sciences And Quantitative Methods -
Management Sciences And Quantitative Methods
Frequently Asked Questions about Rick Martin, Cfp®
What company does Rick Martin, Cfp® work for?
Rick Martin, Cfp® works for Szarka Financial
What is Rick Martin, Cfp®'s role at the current company?
Rick Martin, Cfp®'s current role is Senior Financial Planner, specializing in retirement planning.
What is Rick Martin, Cfp®'s email address?
Rick Martin, Cfp®'s email address is r.****@****ial.com
What schools did Rick Martin, Cfp® attend?
Rick Martin, Cfp® attended Ohio University, Case Western Reserve University, Kirtland High School, Ohio University, Ohio University.
What are some of Rick Martin, Cfp®'s interests?
Rick Martin, Cfp® has interest in Social Services, Health.
What skills is Rick Martin, Cfp® known for?
Rick Martin, Cfp® has skills like Financial Planning, Estate Planning, Risk Management, Fee Based Asset Manager, Retirement Planning, Retirement Income Strategies, Social Security Strategies, Social Security, Strategies.
Who are Rick Martin, Cfp®'s colleagues?
Rick Martin, Cfp®'s colleagues are Adrienne Heidecker, Alex Szarka, Alex Menassa, Jd, Mt, Cpa, Les Szarka, Cfp®, Chfc®, Adrienne Heidecker, Debra Szarka.
Not the Rick Martin, Cfp® you were looking for?
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Richard Martin, CIMA®, AIF®, CFP®
Minneapolis, Mn
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