Rick D. Gonzalez, Mba, Cfp®, Cima®

Rick D. Gonzalez, Mba, Cfp®, Cima® Email and Phone Number

Partner and Senior Wealth Advisor @ Mission Wealth
Los Angeles, CA, US
Rick D. Gonzalez, Mba, Cfp®, Cima®'s Location
Los Angeles, California, United States, United States
Rick D. Gonzalez, Mba, Cfp®, Cima®'s Contact Details

Rick D. Gonzalez, Mba, Cfp®, Cima® work email

Rick D. Gonzalez, Mba, Cfp®, Cima® personal email

Rick D. Gonzalez, Mba, Cfp®, Cima® phone numbers

About Rick D. Gonzalez, Mba, Cfp®, Cima®

Rick D. Gonzalez, Mba, Cfp®, Cima® is a Partner and Senior Wealth Advisor at Mission Wealth. He possess expertise in portfolio management, investor presentations, new business development, equities, financial services and 11 more skills.

Rick D. Gonzalez, Mba, Cfp®, Cima®'s Current Company Details
Mission Wealth

Mission Wealth

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Partner and Senior Wealth Advisor
Los Angeles, CA, US
Website:
missionwealth.com
Employees:
166
Rick D. Gonzalez, Mba, Cfp®, Cima® Work Experience Details
  • Mission Wealth
    Partner And Senior Wealth Advisor
    Mission Wealth
    Los Angeles, Ca, Us
    View
  • Mission Wealth
    Partner/Lead Client Advisor
    Mission Wealth Jan 2014 - Present
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  • Signature Estate & Investment Advisors, Llc
    Associate Advisor
    Signature Estate & Investment Advisors, Llc Jan 2013 - Dec 2013
    2121 Avenue Of The Stars
    View
  • The Glowacki Group
    Investment Manager
    The Glowacki Group Aug 2008 - Jan 2013
  • Grandpoint Advisors
    Coo
    Grandpoint Advisors Apr 2008 - Jul 2008
  • Prospect Financial Advisors
    Director/ Chief Compliance Officer
    Prospect Financial Advisors Apr 2006 - Feb 2008
    View
  • Charles Schwab & Co.
    Senior Manager
    Charles Schwab & Co. Mar 2003 - Jun 2005
    View
  • D.E. Frey & Co
    Avp
    D.E. Frey & Co 1990 - 1995

Rick D. Gonzalez, Mba, Cfp®, Cima® Skills

Portfolio Management Investor Presentations New Business Development Equities Financial Services Management Marketing Financial Research Business Services Diversification Investments Asset Allocation Wealth Management Risk Management Due Diligence Financial Analysis

Rick D. Gonzalez, Mba, Cfp®, Cima® Education Details

Frequently Asked Questions about Rick D. Gonzalez, Mba, Cfp®, Cima®

What company does Rick D. Gonzalez, Mba, Cfp®, Cima® work for?

Rick D. Gonzalez, Mba, Cfp®, Cima® works for Mission Wealth

What is Rick D. Gonzalez, Mba, Cfp®, Cima®'s role at the current company?

Rick D. Gonzalez, Mba, Cfp®, Cima®'s current role is Partner and Senior Wealth Advisor.

What is Rick D. Gonzalez, Mba, Cfp®, Cima®'s email address?

Rick D. Gonzalez, Mba, Cfp®, Cima®'s email address is rg****@****lth.com

What is Rick D. Gonzalez, Mba, Cfp®, Cima®'s direct phone number?

Rick D. Gonzalez, Mba, Cfp®, Cima®'s direct phone number is 1-310-966*****

What schools did Rick D. Gonzalez, Mba, Cfp®, Cima® attend?

Rick D. Gonzalez, Mba, Cfp®, Cima® attended University Of Southern California, University Of California, Berkeley, University Of California, Berkeley - Walter A. Haas School Of Business, St. John Bosco High School.

What skills is Rick D. Gonzalez, Mba, Cfp®, Cima® known for?

Rick D. Gonzalez, Mba, Cfp®, Cima® has skills like Portfolio Management, Investor Presentations, New Business Development, Equities, Financial Services, Management, Marketing, Financial Research, Business Services, Diversification, Investments, Asset Allocation.

Who are Rick D. Gonzalez, Mba, Cfp®, Cima®'s colleagues?

Rick D. Gonzalez, Mba, Cfp®, Cima®'s colleagues are Herb Flores, Cfp®, Brian Sottak, Cfa®, Cfp®, Caia®, Raleighanne W., Peter Ahrens, Cfp®, Abfp®, Austin Roberts, Jenna Rogers, Ms, Cfp, Carroll W. "bill" Hayes.

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