Rick lives in Danville with his wonderful wife, two mostly wonderful teenagers. When he’s not working, he sits on the board for Meals on Wheels of Contra Costa County and is a member of the Advisory Council for the Area Agency on Aging for Contra Costa’s Aging and Adult Services as well as the Tri-Valley Estate Planners Association and Financial Planning Association. He’s not so good at golf or tennis, but loves both sports. Some think he’s good a barbecuing, but that also depends on who you talk to…
Rick graduated UCLA with a BA in Economics and an MBA in Finance & Marketing from UCLA’s Anderson School of Management.
Rick was the Regional Volunteer of the Year for Bank of America in 2010 and spends time on projects such as building homes for families in Mexico for Amor Industries through CPC Danville (his home church).
The support Retirement Funding Solutions provides is more than I could have asked for. The leadership is outstanding and built with the best in the industry.