Rick Wertheim Email & Phone Number
Independent Financial Advisor and Private Wealth Manager @ Independent Financial Group, LLC
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Rick Wertheim Location
- United States
Rick Wertheim Work
- 2015 -now Independent Financial Advisor and Private Wealth Manager @
- 2015 -2015 Financial Advisor @
- 2013 -2015 Financial Coach and Financial Counselor @
- 2012 -2015 Financial Advisor @
- 2011 -2012 Financial Advisor @ Next Level Advisors, Inc.
- 2007 -2011 Financial Advisor @ Pinnacle Asset Management, Inc.
- 2005 -2007 Audit Associate @
Rick Wertheim Education
- California Polytechnic State University-San Luis Obispo
Bachelor of Science (Business Administration)
2001-2005 - Granite Bay High School
Rick Wertheim Skills
- Retirement Planning
- Mutual Funds
- Investment Advisory
- Revenue Cycle
- Army
- Security
- Investments
- Alternative Investments
- Estate Planning
- Financial Advisory
- Auditing
- Financial Planners
- Pensions
- Sep
- Insurance
- Financial Planning
- Annuities
- Portfolio Management
- IRAs
- Finance
- 401k
- Series 66
- Roth IRA
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- SAN
- Life Insurance
- IRA's
- Savings
- Investment Strategies
- Wealth Accumulation
- Asset Management
- Financial Goals
- Internal Controls
- Disability Insurance
- Uniform Combined State
- Personal Finance
- Financial Advice
- Insurance Planning
- Strategic Financial
- Retirement
- Options
- Series 7
- Securities
- Investment Management
Rick Wertheim Summary
- Rick Wertheim, based in United States, is currently a Independent Financial Advisor and Private Wealth Manager at Independent Financial Group, LLC. Rick Wertheim brings experience from previous roles at Ameriprise Financial Services, Inc., CLC Incorporated, Smith-Mottini Financial Advisors and Next Level Advisors, Inc.. Rick Wertheim holds a 2001 - 2005 Bachelor of Science in Business Administration @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Retirement Planning, Mutual Funds, Investment Advisory, Revenue Cycle, Army and more. Rick Wertheim has 1 emails and 2 mobile phone numbers on RocketReach.
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