Richard Wilkinson (CFP®)

Richard Wilkinson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

Rick Wilkinson has been in the financial services industry since 1980, when he started his career as an agent for a major property and casualty insurance carrier. Over the next 28 years, his agency grew to become one of the largest in Texas. He noticed that many of his clients needed more comprehensive financial advice, so in 1992 he earned his Certified Financial Planner designation. To avoid the conflicts of interest inherent in commission-based compensation, Rick sold his agency in 2008 and he has worked as a fee-only financial advisor since 2011. Rick and his wife, Lynnette, have been married since 1976. They are the proud parents of a son and daughter, Ryan and Natalie. Rick became an avid golfer when his wife worked for legendary golfer Ben Hogan—but there are no similarities between the two men’s swings. He also enjoys college football and spending time with family and friends. He and his wife attend Christ Chapel in Fort Worth and are supporters of Restore Hope Ministries.

NAPFA Start Date

March 04, 2015

This Office

1600 Airport Fwy Ste 372 Bedford, TX 76022-6873 Phone: (800) 620-4232