Rick Unser Email and Phone Number
Rick Unser work email
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Rick Unser personal email
Rick Unser phone numbers
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
Creative Planning Retirement Services
View- Website:
- creativeplanning.com
- Employees:
- 1946
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Partner And Managing DirectorCreative Planning Retirement ServicesHermosa Beach, Ca, Us
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Partner/Managing DirectorCreative Planning Retirement Services Dec 2021 - PresentOverland Park, Kansas, Us -
Workplace Retirement Plan ConsultantLockton Companies, Llc Oct 2007 - Dec 2021Global, UsMy 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. -
Plan Design ConsultantPension Archtiects Oct 2001 - Oct 2007
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Senior Vice President - InvestmentsSands Brothers & Co., Ltd. Jun 1997 - Oct 2001Managed investment accounts for high net worth individuals domestically and worldwide.
Rick Unser Skills
Rick Unser Education Details
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University Of VirginiaHistory And Foreign Affairs
Frequently Asked Questions about Rick Unser
What company does Rick Unser work for?
Rick Unser works for Creative Planning Retirement Services
What is Rick Unser's role at the current company?
Rick Unser's current role is Partner and Managing Director.
What is Rick Unser's email address?
Rick Unser's email address is ru****@****ton.com
What is Rick Unser's direct phone number?
Rick Unser's direct phone number is +121368*****
What schools did Rick Unser attend?
Rick Unser attended University Of Virginia.
What are some of Rick Unser's interests?
Rick Unser has interest in Family, Big Brothers Big Sisters, Children, Triathlons, Coaching Kids In Soccer.
What skills is Rick Unser known for?
Rick Unser has skills like Retirement, Retirement Planning, Investments, Erisa, Financial Advisory, Business Planning, Program Management, Financial Risk, Management, Employee Benefits, Insurance, 401k.
Who are Rick Unser's colleagues?
Rick Unser's colleagues are Collin Clair, Jessica Carter, Cfp®, Codey Kreuziger-Pomerville, Reid Graham, Madison Smart, Gary Ollmann, Karen Prange.
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