Trusted advice to help plan for your future
There is a lot of hard work behind the money you have made, and you have a vision for your future. We combine the knowledge and experience of our team to design and manage your comprehensive investment plan to help you achieve the vision of your financial future.
We act as trusted advisors and work collaboratively with you to understand exactly what you want your investment plan to accomplish. We employ our disciplined Envision® planning process and draw from our team's deep experience in investment planning to help clarify your objectives, create the personalized strategies you need to meet them and continually monitor the progress on a path to reach your goals.
We use a "Total Balance Sheet" approach to deliver holistic investment planning tailored to our client's wealth management goals.
Recognizing that successfully planning for your wealth is a lifetime process, we communicate with you regularly, reviewing plans, keeping up to date on changing life goals, milestones and financial priorities. This personalized approach provides you with specific insights and strategies to address your unique financial issues and opportunities at any life stage.
Community Involvement
Rick:
- Past Board member of Fresno/Madera Youth for Christ
- Past Deacon of the board for New Covenant Community Church in Fresno
- Past President for Fort Washington Golf & Country Club
- Member and past Board member of the Kiwanis Club of East Fresno
- Board of Decons for New Covenant Community Church
- State Board of Directors for Ducks Unlimited and local member
- Treasurer of the Board of Directors for Fresno/Madera Youth for Christ
Accolades and Advanced Designations
Certified Investment Management Analyst (CIMA®)
Rick has earned his CIMA® certification. As a CIMA® professional, Rick integrates a complex body of investment knowledge that contributes to prudent investment decisions and objective advice for his clients.
To earn his CIMA® certification he has completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement. As a CIMA® professional, Rick is one of a select group of professionals who have earned this internationally recognized credential.
Chartered Retirement Plans Specialist (CRPS®)
Kyle has earned his CRPS® designation and has completed studies covering the the design, installation, and administration of retirement plans for the business community. He successfully completed the specialized program and passed a rigorous examination, signed a code of professional ethics, and completed a disclosure form attesting to his professional conduct. With this advanced certification, he works with business owners and plan sponsors to design retirement plans, select appropriate investments, monitor performance and meet fiduciary responsibilities.
Wells Fargo Advisors Premier Advisor
Both Rick and Kyle are members of the firm's Premier Advisor Program. This distinction is held by a select group of Financial Advisors who meet or exceed Wells Fargo Advisors' high standards as measured by one or more of the firm's criteria for business production, completion of educational components and professionalism.
Fundamental Choice Portfolio Manager
Kyle is also a specially trained Fundamental Choice Portfolio Manager. Fundamental Choice is a customized advisory portolio management program that utilizes active asset allocation management with the goal of long-term capital appreciation. He manages client portfolios guided by research recommendations and collective insights of Wells Fargo Advisors strategists and external research firms.
* The Fundamental Choice program may not be suitable for all investors. Please carefully read the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Forbes - America's Top Next Generation Wealth Advisors 2017 & 2018
Kyle has earned the Forbes ranking of America's Top Next-Generation Wealth Advisors. Developed by SHOOK research, is a ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.