Rick Petty Email and Phone Number

Q: What company does Rick Petty work for?

Rick Petty works for North Star Wealth Strategies LLC

Q: What is Rick Petty's email address?

Rick Petty's email address is rpetty@unitedplanners.com

North Star Wealth Strategies LLC - Member at @

Rick Petty's Location

Fort Worth, Texas, United States, United States

Rick Petty's Contact Details

Rick Petty work email

rp****@****ers.com View
Valid

Rick Petty personal email

n/a

About Rick Petty

20 years of assisting clients in defining, structuring and accomplishing their financial goals. My goal is to reduce or eliminate the financial stresses of clients so they are able to focus on the things they truly enjoy.Specialties: Wealth Management* including retirement income modeling, investment planning and estate distribution planning.Certified Financial Planner (CFP®)Chartered Retirement Planning Counselor (CRPC)*Securities and Advisory Services offered through United Planners Financial Services

Rick Petty's Current Company Details

North Star Wealth Strategies Llc

North Star Wealth Strategies LLC - Member

Rick Petty Work Experience Details

Sr. Wealth Strategist

North Star Wealth Strategies Llc Sep 2011 - Present

Dfw Metroplex

Retirement Income modeling, investment planning*, estate distribution planning.*Securities and Advisory services offered through United Planners Services of America, a Limited Partnership, Member FINRA, SIPC.North Star Wealth Strategies LLC and United Planners are not affiliated.
Sr. Wealth Manager

Weaver Tidwell Wealth Mgmt Sep 2004 - Sep 2011
Sr. Financial Advisor

American Express Financial Advisors 1991 - 2002

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Rick Petty Skills

Estate Planning Financial Advisory Retirement Wealth Management Investments Financial Analysis Strategic Financial Planning Financial Services

Rick Petty Education Details

The University Of Dallas

Personal Financial Services

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Brigham Young University

Finance

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Frequently Asked Questions about Rick Petty

What company does Rick Petty work for?

Rick Petty works for North Star Wealth Strategies Llc

What is Rick Petty's role at the current company?

Rick Petty's current role is North Star Wealth Strategies LLC - Member.

What is Rick Petty's email address?

Rick Petty's email address is rp****@****ers.com

What schools did Rick Petty attend?

Rick Petty attended The University Of Dallas, Brigham Young University.

What skills is Rick Petty known for?

Rick Petty has skills like Estate Planning, Financial Advisory, Retirement, Wealth Management, Investments, Financial Analysis, Strategic Financial Planning, Financial Services.

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