Rick Petty

Rick Petty Email and Phone Number

North Star Wealth Strategies LLC - Member @
Rick Petty's Location
Fort Worth, Texas, United States, United States
Rick Petty's Contact Details

Rick Petty work email

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

North Star Wealth Strategies LLC - Member
Rick Petty Work Experience Details
  • North Star Wealth Strategies Llc
    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.
  • Weaver Tidwell Wealth Mgmt
    Sr. Wealth Manager
    Weaver Tidwell Wealth Mgmt Sep 2004 - Sep 2011
  • American Express Financial Advisors
    Sr. Financial Advisor
    American Express Financial Advisors 1991 - 2002

Rick Petty Skills

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

Rick Petty Education Details

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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