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Rick Decker-Sr. Financial Advisor Email & Phone Number
Private Client Sr. Financial Advisor, Vice President, CRC® at Citizens Wealth Management
at
Citizens Wealth Management
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Current company
Role
Private Client Sr. Financial Advisor, Vice President, CRC® at Citizens Wealth Management
Location
Albany, New York Metropolitan Area, United States
Who is Rick Decker-Sr. Financial Advisor? Overview
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Quick answer
Rick Decker-Sr. Financial Advisor is listed as Private Client Sr. Financial Advisor, Vice President, CRC® at Citizens Wealth Management at Citizens Wealth Management, based in Albany, New York Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Rick Decker-Sr. Financial Advisor.
Rick Decker-Sr. Financial Advisor previously worked as Sr. Financial Adviror, Vice President, CRC® at Citizens Private Client at Citizens and Vice President of Investments at Banc Of America Investments. Rick Decker-Sr. Financial Advisor holds Ba, International Political Economics from Fordham University.
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Email format at Citizens Wealth Management
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Citizens Wealth Management
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Profile bio
About Rick Decker-Sr. Financial Advisor
As a financial professional, I strive to provide personalized, goal-oriented investment planning programs that are designed with my clients needs, circumstances and aspirations in mind. By focusing on their goals and priorities, we create a plan together that can help them achieve their long-term financial objectives.Specialties: Retirement and Education Planning, Investment Strategies, Estate Planning, Life, Disability and Long Term Care Insurance.
Listed skills include Investments, Strategic Financial Planning, Financial Services, Estate Planning, and 22 others.
Current workplace
Rick Decker-Sr. Financial Advisor's current company
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Citizens Wealth Management
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6 roles
Rick Decker-Sr. Financial Advisor work experience
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Sr. Financial Adviror, Vice President, Crc® At Citizens Private Client
I provide personalized, goal-oriented investment planning programs that are designed with my client's needs, circumstances and aspirations in mind. By focusing on their goals and priorities, we create a plan together that can help them achieve their long-term financial objectives. Rather than just recommending a mix of unrelated investment and insurance products, I first consider my client's specific financial goals and investment objectives. Then, working together, we formulate a strategy to help them address those goals and objectives. Only after completing a full financial analysis will I recommend specific investments or products to build a cohesive and functional portfolio.
Vice President Of Investments
Oct 2007 - Mar 2009
Financial Advisors
Oct 2002 - Nov 2007
Financial Advisor
Oct 1997 - Oct 2002
Financial Consultant
Global Assistance Sa De Cv
Sep 1996 - Sep 1997
2 education records
Rick Decker-Sr. Financial Advisor education
Ba, International Political Economics
Education record
Doane Stuart
FAQ
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What company does Rick Decker-Sr. Financial Advisor work for?
Rick Decker-Sr. Financial Advisor works for Citizens Wealth Management.
What is Rick Decker-Sr. Financial Advisor's role at Citizens Wealth Management?
Rick Decker-Sr. Financial Advisor is listed as Private Client Sr. Financial Advisor, Vice President, CRC® at Citizens Wealth Management at Citizens Wealth Management.
Where is Rick Decker-Sr. Financial Advisor based?
Rick Decker-Sr. Financial Advisor is based in Albany, New York Metropolitan Area, United States while working with Citizens Wealth Management.
What companies has Rick Decker-Sr. Financial Advisor worked for?
Rick Decker-Sr. Financial Advisor has worked for Citizens Wealth Management, Citizens, Banc Of America Investments, Axa Advisors, and Morgan Stanley.
How can I contact Rick Decker-Sr. Financial Advisor?
You can use AeroLeads to view verified contact signals for Rick Decker-Sr. Financial Advisor at Citizens Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Rick Decker-Sr. Financial Advisor attend?
Rick Decker-Sr. Financial Advisor holds Ba, International Political Economics from Fordham University.
What skills is Rick Decker-Sr. Financial Advisor known for?
Rick Decker-Sr. Financial Advisor is listed with skills including Investments, Strategic Financial Planning, Financial Services, Estate Planning, Retirement, Financial Planning, Portfolio Management, and Investment Strategies.
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