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Rick Blosser Location
Los Angeles, CA, US
Rick Blosser Work
Founder and Managing Director @ Pathfinder LLC (January 2019 - Present)
Managing Director-Investments @ The Blosser Reeder Wealth Management Group of Wells Fargo Advisors (January 2015 - January 2019)
Managing Director @ (January 2008 - January 2015)
Executive Director @ Morgan Stanley Private Wealth Management (January 1992 - January 2008)
Rick Blosser Education
UCLA Anderson School of Management
Master of Business Administration (MBA) (Finance)
1990-1992
Princeton University
Bachelor of Arts (BA) (Economics)
1982-1986
Rick Blosser Skills
Asset Allocation
Business-Succession Planning
Estate Investment Planning
Financial Advisory
Investment Planning
Investment Strategies
Multigenerational Wealth Planning
Risk Management
Tax-Efficient Strategies
Wealth-Preservation Planning
High Net Worth Individuals
Public Speaking
Portfolio Management
Microsoft Excel
Strategic Planning
Strategy
Tax Efficient Strategies
Wealth Preservation Planning
Business Succession Planning
Rick Blosser Summary
Rick Blosser, based in Los Angeles, CA, US, is currently a Founder and Managing Director at Pathfinder LLC. Rick Blosser brings experience from previous roles at The Blosser Reeder Wealth Management Group of Wells Fargo Advisors, UBS Private Wealth Management and Morgan Stanley Private Wealth Management. Rick Blosser holds a 1990 - 1992 Master of Business Administration (MBA) in Finance @ UCLA Anderson School of Management. With a robust skill set that includes Asset Allocation, Business-Succession Planning, Estate Investment Planning, Financial Advisory, Investment Planning and more. Rick Blosser has 1 emails and 3 mobile phone numbers on RocketReach.
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