Rick Wilkinson Email & Phone Number
Certified Financial Planner, Wealth Manager @ WorthPointe
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Rick Wilkinson Location
- Arlington, TX, US
Rick Wilkinson Work
- 2015 -now Certified Financial Planner, Wealth Manager @
- 2011 -2015 Sr. Vice President @
- 2015 -2015 Partner @
- 1980 -2008 Sr Account Agent @
Rick Wilkinson Education
- College for Financial Planning
CFP (Financial Planning)
1990-1992 - The University of Texas at Arlington
BBA (Business)
1973-1978
Rick Wilkinson Skills
- Pensions
- Fixed Annuities
- Insurance
- Retirement Planning
- IRAs
- Investments
- 401k
- Asset Allocation
- Investment Advisory
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Asset Management
- Financial Analysis
- Disability Insurance
- Property And Casualty Insurance
- Property And Casualty
- Small Business
- General Insurance
- Strategic Financial
- Commercial Insurance
- Term Life Insurance
- Health Insurance
- Retirement
- Employee Benefits
Rick Wilkinson Summary
- Rick Wilkinson, based in Arlington, TX, US, is currently a Certified Financial Planner, Wealth Manager at WorthPointe LLC. Rick Wilkinson brings experience from previous roles at Rogers Wealth Group, WorthPointe and Allstate. Rick Wilkinson holds a 1990 - 1992 CFP in Financial Planning @ College for Financial Planning. With a robust skill set that includes Pensions, Fixed Annuities, Insurance, Retirement Planning, IRAs and more. Rick Wilkinson has 1 emails and 1 mobile phone numbers on RocketReach.
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