Rick Petty, CFP®, CRPC, MBA
Senior Financial Advisor
"I firmly believe that it is more important to first understand why a particular goal is important than how that goal will be met. A focus on what the client values rather than the value of what the client owns enables me to help individuals and families clearly articulate what financial objectives are important and how they will be accomplished. At the core of the entire process is a desire to put the fulfillment of the client goals and objectives above all else."
Rick Petty is commonly referred to by his peers as a planner's planner. Other advisors regularly seek his advice and counsel on cases and practice management. His love for financial planning is continually demonstrated in his professional interactions, whether they be with clients, other advisors or in the community. He is constantly seeking opportunities to expand his knowledge. In addition to his advanced formal training, he has attended the Renaissance philanthropic training, Legacy financial philosophy training and countless conferences and workshops. Much of this training is specifically targeted to retirement and estate planning.
EXPERIENCE - More than 15 years
- Sr. Financial Advisor - Stevens Financial Group
- Platinum Financial Advisor - American Express Financial Advisors Inc.
EDUCATION
- BS, Finance - Brigham Young University
- MBA, Financial Planning Services - University of Dallas
- CFP® - Certified Financial Planner, College for Financial Planning
- Chartered Retirement Planning Counselor, CRPC - College of Financial Planning
AFFILIATIONS
- Member - Global Financial Advisors
- Member - Network Society of Financial Service Professionals
- Member - Financial Planning Association