Financial Advisor
Current
Oct 2022 - Present
AeroLeads people directory · profile
Rick Wargo Email & Phone Number
Financial Advisor at OnPoint Credit Union
at
OnPoint Community Credit Union
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor at OnPoint Credit Union
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Rick Wargo? Overview
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Quick answer
Rick Wargo is listed as Financial Advisor at OnPoint Credit Union at OnPoint Community Credit Union, a company with 409 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Rick Wargo.
Rick Wargo previously worked as Financial Advisor at Onpoint Community Credit Union and Financial Advisor at Massmutual Oregon. Rick Wargo holds Bachelor Of Arts (B.A.), Business, Management, Marketing, And Related Support Services from Eastern Washington University.
Company email context
Email format at OnPoint Community Credit Union
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OnPoint Community Credit Union
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Profile bio
About Rick Wargo
Knowledge is the key to a successful financial future. I am dedicated to making a difference in people’s lives. With a seasoned personal and professional background with a wife, kids in college, aging parents and a range of small business experience, I bring a real-world point of view to my practice. My objective is to provide families and business owners with assistance in building their financial freedom thru goal setting and thoughtful strategy. I hold securities licenses Series 7 and Series 66 as well as Life and Health Insurance licenses in Oregon, Idaho, Montana, Pennsylvania and Missouri.
Current workplace
Rick Wargo's current company
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Onpoint Community Credit Union
12 roles
Rick Wargo work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jun 2020 - Oct 2022
Venue General Manager
Aug 2019 - Jun 2020
Sales Specialist
Aug 2018 - Aug 2019
Director Of Sales
Jun 2016 - Aug 2018
Membership Sales Representative
Jul 2012 - Jun 2016
Outside Sales Representative
Feb 2011 - Jul 2012
Professional Life Coach
Nov 2009 - Jun 2012
Mortgage Broker
Aug 2008 - Nov 2009
Mortgage Broker
Montgomery Mortgage
Provided mortgage planning with "high touch" service for all levels of home buyers and Investors.
Jun 2005 - Aug 2008
Director Of Sales And Marketing
Jun 1996 - May 2005
Rooms Manager
Jun 1990 - Jun 1996
Team & coworkers
Colleagues at OnPoint Community Credit Union
Other employees you can reach at onpointcu.com. View company contacts for 409 employees →
MD
Melita D.
Colleague at Onpoint Community Credit UnionPortland, Oregon Metropolitan Area, United States
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KR
Karen Rogers
Colleague at Onpoint Community Credit UnionRhododendron, Oregon, United States, United States
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HK
Heather Kesterson
Colleague at Onpoint Community Credit UnionLake Oswego, Oregon, United States, United States
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MH
Michele Hampson
Colleague at Onpoint Community Credit UnionPortland, Oregon, United States, United States
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KM
Karen Merida
Colleague at Onpoint Community Credit UnionSpringfield, Oregon, United States, United States
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AM
Aimee Moody
Colleague at Onpoint Community Credit UnionPacific City, Oregon, United States, United States
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CD
Char Davis
Colleague at Onpoint Community Credit UnionPortland, Oregon Metropolitan Area, United States
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KW
Keith Wilhelm
Colleague at Onpoint Community Credit UnionUnited States, United States
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LG
Lindsay Garcia
Colleague at Onpoint Community Credit UnionJunction City, Oregon, United States, United States
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AG
Araceli Gonzalez
Colleague at Onpoint Community Credit UnionPortland, Oregon, United States, United States
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Melita D.
Colleague at Onpoint Community Credit UnionPortland, Oregon Metropolitan Area, United States
View →
KR
Karen Rogers
Colleague at Onpoint Community Credit UnionRhododendron, Oregon, United States, United States
View →
HK
Heather Kesterson
Colleague at Onpoint Community Credit UnionLake Oswego, Oregon, United States, United States
View →
MH
Michele Hampson
Colleague at Onpoint Community Credit UnionPortland, Oregon, United States, United States
View →
KM
Karen Merida
Colleague at Onpoint Community Credit UnionSpringfield, Oregon, United States, United States
View →
AM
Aimee Moody
Colleague at Onpoint Community Credit UnionPacific City, Oregon, United States, United States
View →
CD
Char Davis
Colleague at Onpoint Community Credit UnionPortland, Oregon Metropolitan Area, United States
View →
KW
Keith Wilhelm
Colleague at Onpoint Community Credit UnionUnited States, United States
View →
LG
Lindsay Garcia
Colleague at Onpoint Community Credit UnionJunction City, Oregon, United States, United States
View →
AG
Araceli Gonzalez
Colleague at Onpoint Community Credit UnionPortland, Oregon, United States, United States
View →
1 education record
Rick Wargo education
FAQ
Frequently asked questions about Rick Wargo
Quick answers generated from the profile data available on this page.
What company does Rick Wargo work for?
Rick Wargo works for OnPoint Community Credit Union.
What is Rick Wargo's role at OnPoint Community Credit Union?
Rick Wargo is listed as Financial Advisor at OnPoint Credit Union at OnPoint Community Credit Union.
Where is Rick Wargo based?
Rick Wargo is based in Portland, Oregon Metropolitan Area, United States while working with OnPoint Community Credit Union.
What companies has Rick Wargo worked for?
Rick Wargo has worked for Onpoint Community Credit Union, Massmutual Oregon, West Coast Event Productions, 3Point Brand Management, and Infinity Impressions, Llc.
Who are Rick Wargo's colleagues at OnPoint Community Credit Union?
Rick Wargo's colleagues at OnPoint Community Credit Union include Melita D., Karen Rogers, Heather Kesterson, Michele Hampson, and Karen Merida.
How can I contact Rick Wargo?
You can use AeroLeads to view verified contact signals for Rick Wargo at OnPoint Community Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Rick Wargo attend?
Rick Wargo holds Bachelor Of Arts (B.A.), Business, Management, Marketing, And Related Support Services from Eastern Washington University.
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