Rick joined LourdMurray in 2017 in the Beverly Hills office. He has more than a decade of wealth management experience and previously held positions as an Advisor at AdvicePeriod, an Associate Advisor at SEIA and a Trader at United Capital during the financial crisis. Rick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned the Certified Private Wealth Advisor® (CPWA®) designation in conjunction with Chicago Booth School of Business.
Rick earned his Bachelor of Arts degree in Economics from the University of California Irvine. Though his hometown is Newport Beach, CA, he currently resides in Pacific Palisades.