Bank of the West provides checking, savings, credit cards, mortgages, auto loans, business banking, commercial banking and more. Bank of the West pairs the mobile and online banking capabilities of a world-class global bank with the personal attention of a local bank. Member FDIC. Equal Housing Lender. Visit us at 2606 Ocean Ave, San Francisco, CA 94132.
With 30 years of experience in the financial services industry, Rick serves as his clients’ financial steward, guiding them through their day-to-day financial obligations, as well as long-term planning. He finds great fulfillment in alleviating others’ monetary stress by guiding their individualized financial strategy, so they can focus on doing more of the things they love. Rick provides comprehensive financial planning services, including retirement planning, estate planning, tax planning and investment management. He has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He focuses on developing financial plans that incorporate sustainable investing, and seeks out companies that are not only profitable and good investments by any measure, but also take care of their employees and respect the environment as good corporate citizens. Rick returned to Raymond James after working as a financial advisor and vice president at Morgan Stanley Wealth Management and a financial consultant and vice president at Charles Schwab & Co., Inc. He earned his MBA from Golden Gate University and his bachelor’s degree from the University of San Diego. In addition to the CFP® certification, Rick holds his Series 7, 8, 24, 63 and 66 licenses. When he’s not in the office, Rick enjoys cooking, traveling and spending time with his family. He is a long-time resident of San Francisco, but considers Mexico City a second home. Rick lives with his husband, Oscar, and their dogs, Chichifa the Pug and Desi Arnaz, Jr. the Yorkie. CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Online menus, items, descriptions and prices for Chaiya Thai Restaurant - Restaurant - San Francisco, CA 94127