ChFC,Chartered Financial Consultant (Finance and Financial Management Services)
1994 - 1996
University of Southern Indiana
Bachelor of Science (Business Management)
1981 - 1985
William Henry Harrison High School- Evansville
Diploma (College Prep)
1976 - 1980
The American College
CLU, Certifield Life Underwriter (Insurance)
2014
Rick Schofield's Skills
Small Business
Strategic Financial Planning
Retirement
Finance
Wealth Management
Retirement Planning
Investments
Financial Advisory
Mutual Funds
Estate Planning
Rick Schofield's Summary
Rick Schofield, based in Bradenton, FL, US, is currently a Executive Director at Money Concepts, bringing experience from previous roles at MDRT, YMCA of Greater Indianapolis, American Express and Fishers Chamber of Commerce. Rick Schofield holds a 1994 - 1996 ChFC,Chartered Financial Consultant in Finance and Financial Management Services @ The American College. With a robust skill set that includes Small Business, Strategic Financial Planning, Retirement, Finance, Wealth Management and more, Rick Schofield contributes valuable insights to the industry. Rick Schofield has 1 mobile phone number on RocketReach.