Nathan Ricks (CFP®, MS)
Nathan Ricks focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
NAPFA Start Date
June 07, 2017