Rick Epple, Cfp(R), Ceft(R)

Rick Epple, Cfp(R), Ceft(R) Email and Phone Number

Wealth Advisor at Pine Grove Financial Group @ Pine Grove Financial Group
woodbury, minnesota, united states
Rick Epple, Cfp(R), Ceft(R)'s Location
Wayzata, Minnesota, United States, United States
Rick Epple, Cfp(R), Ceft(R)'s Contact Details

Rick Epple, Cfp(R), Ceft(R) work email

Rick Epple, Cfp(R), Ceft(R) personal email

n/a

Rick Epple, Cfp(R), Ceft(R) phone numbers

About Rick Epple, Cfp(R), Ceft(R)

You’d like to have enough wealth so you can live a life with no regrets–the life you’ve always dreamed about. And yet, you know how overwhelming and confusing it can be. Which solutions are the right ones for you and your dreams? How can you be sure you’ll be in the right position for life’s changes?Let’s plan for it. Because so much is possible with a strategic, consistently implemented plan, we’ve created a proprietary method called The Smart Decision ProcessTM. This method ensures nothing is overlooked while creating a dynamic model for making smart decisions based on your most important objectives and values. Simply put, it allows for flexibility and diligence in achieving your goals throughout the planned and unexpected developments in your life.As a comprehensive fee-only wealth management and fiduciary firm, we do not have ties to other financial institutions, and you pay us no commissions. We’ve found this to be the perfect way to act in your best interests. We’re here for the long-term with you. Ultimately, to be there to see you living that life of your dreams. We’re planning your success.WHO WE SERVE:• Pre-retirees (within 10 years)• Women in transition due to the loss of a spouse, retirement, receiving an inheritance, or divorce.• Retirees• Business Owners (including Dentists/Optometrists)* Physicians• $250k+ household income and/or • $1 to $10 million in investments• Greater Minneapolis area, Nationally WHY I DO THIS:I enjoy educating my clients, and putting a plan in place that can give them peace of mind as they achieve their most important goals.http://www.aurochsfinancial.com/disclosure

Rick Epple, Cfp(R), Ceft(R)'s Current Company Details
Pine Grove Financial Group

Pine Grove Financial Group

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Wealth Advisor at Pine Grove Financial Group
woodbury, minnesota, united states
Website:
pinegrovefg.com
Employees:
9
Rick Epple, Cfp(R), Ceft(R) Work Experience Details
  • Pine Grove Financial Group
    Wealth Advisor At Pine Grove Financial Group
    Pine Grove Financial Group Oct 2024 - Present
    St Louis Park, Minnesota, United States

Rick Epple, Cfp(R), Ceft(R) Skills

Leadership Estate Planning Financial Advisory Strategic Partnerships Public Speaking Dentists Insurance Retirement Planning College Planning Wealth Management Services Client Loss Process Portfolio Management Investments Advisory Finance Strategic Planning Investment Advisory Asset Allocation Wealth Management Mutual Funds Cash Flow Planning Strategic Financial Planning Business Planning Asset Management Customer Service Small Business Management Insurance Planning Client Aging Process Retirement Capstone Business Continuity Planning Investment Management

Rick Epple, Cfp(R), Ceft(R) Education Details

Frequently Asked Questions about Rick Epple, Cfp(R), Ceft(R)

What company does Rick Epple, Cfp(R), Ceft(R) work for?

Rick Epple, Cfp(R), Ceft(R) works for Pine Grove Financial Group

What is Rick Epple, Cfp(R), Ceft(R)'s role at the current company?

Rick Epple, Cfp(R), Ceft(R)'s current role is Wealth Advisor at Pine Grove Financial Group.

What is Rick Epple, Cfp(R), Ceft(R)'s email address?

Rick Epple, Cfp(R), Ceft(R)'s email address is ce****@****ial.com

What is Rick Epple, Cfp(R), Ceft(R)'s direct phone number?

Rick Epple, Cfp(R), Ceft(R)'s direct phone number is +195247*****

What schools did Rick Epple, Cfp(R), Ceft(R) attend?

Rick Epple, Cfp(R), Ceft(R) attended Purdue University.

What are some of Rick Epple, Cfp(R), Ceft(R)'s interests?

Rick Epple, Cfp(R), Ceft(R) has interest in Watching Sports, Social Services, Children, Volunteering, Traveling, Environment, Education, Science And Technology, Walking, Health.

What skills is Rick Epple, Cfp(R), Ceft(R) known for?

Rick Epple, Cfp(R), Ceft(R) has skills like Leadership, Estate Planning, Financial Advisory, Strategic Partnerships, Public Speaking, Dentists, Insurance, Retirement Planning, College Planning, Wealth Management Services, Client Loss Process, Portfolio Management.

Who are Rick Epple, Cfp(R), Ceft(R)'s colleagues?

Rick Epple, Cfp(R), Ceft(R)'s colleagues are Jared Holt, Cfp®, Lucy Vang, Tierney Shay, Claudia Stack, Derek Nutter, Dean Allen, Cfp®, Josh Anderson.

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