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Rick Unser Email & Phone Number

Partner and Managing Director at Creative Planning Retirement Services
Location: Hermosa Beach, California, United States 5 work roles 1 school
1 work email found @lockton.com 3 phones found area 213 and 816 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email r****@lockton.com
Direct phone (213) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning Retirement Services
Role
Partner and Managing Director
Location
Hermosa Beach, California, United States
Company size
1946 employees

Who is Rick Unser? Overview

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Quick answer

Rick Unser is listed as Partner and Managing Director at Creative Planning Retirement Services, a with 1946 employees, based in Hermosa Beach, California, United States. AeroLeads shows a work email signal at lockton.com, phone signal with area code 213, 816, and a matched LinkedIn profile for Rick Unser.

Rick Unser previously worked as Partner/Managing Director at Creative Planning Retirement Services and Workplace Retirement Plan Consultant at Lockton Companies, Llc. Rick Unser holds Ba, History And Foreign Affairs from University Of Virginia.

Company email context

Email format at Creative Planning Retirement Services

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{first_initial}{last}@lockton.com
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AeroLeads found 1 current-domain work email signal for Rick Unser. Compare company email patterns before reaching out.

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Profile bio

About Rick Unser

I’m on a mission to positively influence the retirement outcomes of 10 million people. My experience in the trenches, insatiable curiosity and constant need to separate the forest from the trees has put me in the watchtower of an industry managing quickly shifting demographics, product and platform innovation, and everchanging regulation. Come join me as I challenge conventional thinking and champion positive change:• on Forbes: become a reader of my Forbes column on the 401(k) and workplace retirement plan topics• on your podcast player: listen to my podcast, 401(k) Fridays, where I interview industry experts from public policy thinktanks, asset management, and leading service providers.• at Lockton: contact me at rick.unser@creativeplanning.com to inquire about I might assist with your workplace retirement plan

Listed skills include Retirement, Retirement Planning, Investments, Erisa, and 10 others.

Current workplace

Rick Unser's current company

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Creative Planning Retirement Services
Creative Planning Retirement Services
Partner and Managing Director
Hermosa Beach, CA, US
Website
creativeplanning.com
Employees
1946
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Company profile
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5 roles

Rick Unser work experience

A career timeline built from the work history available for this profile.

Workplace Retirement Plan Consultant

Lockton Companies, Llc

Global, Us

My passion is solving complex retirement plan problems. As a Workplace Retirement Plan Consultant, I work with employer sponsored retirement plans with several hundred to tens of thousands of employees to:o Enhance Employer Fiduciary Protectiono Streamline Plan Operationso Improve Retirement OutcomesI bring experience, leadership and the ability to work fluidly with diverse plan committees and various service professionals to run and effective process, triage problems and provide easy to follow recommendations to support decisions. I serve on the Executive Committee for Lockton Retirement Services.

Oct 2007 - Dec 2021

Plan Design Consultant

Pension Archtiects
Oct 2001 - Oct 2007

Senior Vice President - Investments

Sands Brothers & Co., Ltd.

Managed investment accounts for high net worth individuals domestically and worldwide.

Jun 1997 - Oct 2001
Team & coworkers

Colleagues at Creative Planning Retirement Services

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

AH Amanda Hessler Amanda Hessler Colleague at Creative Planning Retirement ServicesPrairie Village, Kansas, United States View → KC Kevin Copley Kevin Copley Colleague at Creative Planning Retirement ServicesCincinnati, Ohio, United States View → KC Kaitlyn Crathorne Kaitlyn Crathorne Colleague at Creative Planning Retirement ServicesOverland Park, Kansas, United States View → DC Drew Cashion Drew Cashion Colleague at Creative Planning Retirement ServicesShawnee, Kansas, United States View → JR Jennifer Reed Jennifer Reed Colleague at Creative Planning Retirement ServicesKansas City, Kansas, United States View → MD Michael Duckett, Aif® Michael Duckett, Aif® Colleague at Creative Planning Retirement ServicesWashington, District Of Columbia, United States View → PP Phillip Pizzuti, Cfp® Phillip Pizzuti, Cfp® Colleague at Creative Planning Retirement ServicesFranklin, Tennessee, United States View → BW Brad Wheelan Brad Wheelan Colleague at Creative Planning Retirement ServicesCedar Rapids, Iowa, United States View → KS Kevin Shea, Cfa Kevin Shea, Cfa Colleague at Creative Planning Retirement ServicesOlathe, Kansas, United States View → HO Hank Owens Hank Owens Colleague at Creative Planning Retirement ServicesLeawood, Kansas, United States View →
1 education record

Rick Unser education

  • University Of Virginia
    University Of Virginia
    History And Foreign Affairs
FAQ

Frequently asked questions about Rick Unser

Quick answers generated from the profile data available on this page.

What company does Rick Unser work for?

Rick Unser works for Creative Planning Retirement Services.

What is Rick Unser's role at Creative Planning Retirement Services?

Rick Unser is listed as Partner and Managing Director at Creative Planning Retirement Services.

What is Rick Unser's email address?

AeroLeads has found 1 work email signal at @lockton.com for Rick Unser at Creative Planning Retirement Services.

What is Rick Unser's phone number?

AeroLeads has found 3 phone signal(s) with area code 213, 816 for Rick Unser at Creative Planning Retirement Services.

Where is Rick Unser based?

Rick Unser is based in Hermosa Beach, California, United States while working with Creative Planning Retirement Services.

What companies has Rick Unser worked for?

Rick Unser has worked for Creative Planning Retirement Services, Lockton Companies, Llc, Pension Archtiects, and Sands Brothers & Co., Ltd..

Who are Rick Unser's colleagues at Creative Planning Retirement Services?

Rick Unser's colleagues at Creative Planning Retirement Services include Amanda Hessler, Kevin Copley, Kaitlyn Crathorne, Drew Cashion, and Jennifer Reed.

How can I contact Rick Unser?

You can use AeroLeads to view verified contact signals for Rick Unser at Creative Planning Retirement Services, including work email, phone, and LinkedIn data when available.

What schools did Rick Unser attend?

Rick Unser holds Ba, History And Foreign Affairs from University Of Virginia.

What skills is Rick Unser known for?

Rick Unser is listed with skills including Retirement, Retirement Planning, Investments, Erisa, Financial Advisory, Business Planning, Program Management, and Financial Risk.

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