Rick Unser Email & Phone Number
Partner and Managing Director @ Creative Planning Retirement Services
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Rick Unser Location
- Hermosa Beach, CA, US
Rick Unser Work
- Partner and Managing Director @ (December 2021 - Present)
- Workplace Retirement Plan Consultant @ (October 2007 - December 2021)
- Plan Design Consultant @ Pension Archtiects (October 2001 - October 2007)
- Senior Vice President - Investments @ Sands Brothers & Co., Ltd. (June 1997 - October 2001)
Rick Unser Education
- University of Virginia
BA (History and Foreign Affairs)
1993-1997
Rick Unser Skills
- Retirement
- Retirement Planning
- Investments
- ERISA
- Financial Advisory
- Business Planning
- Program Management
- Financial Risk
- Management
- Employee Benefits
- Insurance
- 401k
- Risk Management
- Mergers & Acquisitions
- Wood Work
- Window Coverings
- Carpentry
- Blinds
- Cornices
- Renovation
- Custom Upholstery
- Design
- Mergers and Acquisitions
- Painting
- Curtains
Rick Unser Summary
- Rick Unser, based in Hermosa Beach, CA, US, is currently a Partner and Managing Director at Creative Planning Retirement Services. Rick Unser brings experience from previous roles at Lockton Companies, LLC, Pension Archtiects and Sands Brothers & Co., Ltd.. Rick Unser holds a 1993 - 1997 BA in History and Foreign Affairs @ University of Virginia. With a robust skill set that includes Retirement, Retirement Planning, Investments, ERISA, Financial Advisory and more. Rick Unser has 2 emails and 2 mobile phone numbers on RocketReach.
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