Rick Whitmire,Crpc®

Rick Whitmire,Crpc® Email and Phone Number

Helping individuals and families to and through retirement. @ American Heritage Credit Union
Doylestown, PA
Rick Whitmire,Crpc®'s Location
Doylestown, Pennsylvania, United States, United States
Rick Whitmire,Crpc®'s Contact Details

Rick Whitmire,Crpc® personal email

Rick Whitmire,Crpc® phone numbers

About Rick Whitmire,Crpc®

I have the privilege of helping people plan for their financial future. Making the right decisions for the future can be overwhelming, and I work with a team of professionals that can provide support and guidance as you navigate the challenges of making sound financial decisions. We want to make sure that you are not walking the financial road alone.In my time as a financial professional, I've learned what does and doesn't work, and I use that experience to help my clients realize their personal goals. Our focus is on becoming partners that our clients can trust.I am not only a mentor in the financial world. Together my wife and I also spend time mentoring college students. We volunteer to make sure that these students have someone to come to during some of the most dynamic years of their lives. I think investing in the future means more than just money, it means making sure the next generation is ready to take the reins!

Rick Whitmire,Crpc®'s Current Company Details
American Heritage Credit Union

American Heritage Credit Union

View
Helping individuals and families to and through retirement.
Doylestown, PA
Employees:
480
Rick Whitmire,Crpc® Work Experience Details
  • American Heritage Credit Union
    Helping Individuals And Families To And Through Retirement.
    American Heritage Credit Union
    Doylestown, Pa
  • American Heritage Investment & Retirement Center
    Vice President, Wealth Management
    American Heritage Investment & Retirement Center Jan 2012 - Present
    Greater Philadelphia Area
    Over a decade of experience in the financial industry. Working with individuals and families to make sure they are on track to meet or exceed their retirement goals. I work with many products and services in an effort to put people on a successful track towards retirement. CRPC is a registered service mark of the College for Financial Planning. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. American Heritage Federal Credit Union and American Heritage Investment & Retirement Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using American Heritage Investment & Retirement Center, and may also be employees of American Heritage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Heritage Investment & Retirement Center and American Heritage Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • American Heritage Federal Credit Union
    Financial Representative
    American Heritage Federal Credit Union Jun 2009 - Jan 2012
  • Pnc Bank
    Lfsc Ii
    Pnc Bank Jan 2007 - Jun 2009

Rick Whitmire,Crpc® Skills

Retirement Planning Finance 401k Rollovers Iras Mutual Funds 401k Life Insurance Series 7 Series 63 Retirement Wealth Management Insurance Investment Advisory Asset Allocation Crpc Series 6 Series 65 Fixed Annuities Variable Annuities College Savings Plans Investments Securities Financial Services Sales

Rick Whitmire,Crpc® Education Details

Frequently Asked Questions about Rick Whitmire,Crpc®

What company does Rick Whitmire,Crpc® work for?

Rick Whitmire,Crpc® works for American Heritage Credit Union

What is Rick Whitmire,Crpc®'s role at the current company?

Rick Whitmire,Crpc®'s current role is Helping individuals and families to and through retirement..

What is Rick Whitmire,Crpc®'s email address?

Rick Whitmire,Crpc®'s email address is ri****@****ual.com

What is Rick Whitmire,Crpc®'s direct phone number?

Rick Whitmire,Crpc®'s direct phone number is (608) 238*****

What schools did Rick Whitmire,Crpc® attend?

Rick Whitmire,Crpc® attended Messiah College.

What skills is Rick Whitmire,Crpc® known for?

Rick Whitmire,Crpc® has skills like Retirement Planning, Finance, 401k Rollovers, Iras, Mutual Funds, 401k, Life Insurance, Series 7, Series 63, Retirement, Wealth Management, Insurance.

Who are Rick Whitmire,Crpc®'s colleagues?

Rick Whitmire,Crpc®'s colleagues are Brianne Bastian, Yelitza Nava, Kathleen Hernandez-Parker, Joseph Lamelza, Jasmine Razzak, Tracy Blinebury, Mary Finucane.

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