Rick is a Senior Financial Advisor at Newport Advisory. Rick works closely with Peter Philipp to develop and implement investment strategies for institutional clients, business owners and high-net-worth individuals.
Rick has had a life-long passion for travel, whether domestic or international, and has visited over 35 countries. Having grown up in the Midwest, he now enjoys California’s mild weather and wide variety of outdoor activities.
As an Accredited Investment Fiduciary (AIF), Rick performs investment research, product selection, and ongoing monitoring. He holds the Registered Representative and the Investment Advisor Representative registrations by having passed FINRA’s Series 7 and Series 66 exams respectively.
Rick has an extensive background in financial analytics and technical operations. During his 14 years’ experience at Hewlett Packard, Rick was recognized for his outstanding technical achievement. CA Insurance License #0D97818