Benjamin Rickey (CFP®, CIMA®, CPWA®)
Benjamin Rickey focuses in the
following client markets or areas of practice:
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Tax Planning
- Business Owners
- Divorce Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice without Ongoing Management
- Tax Planning
Planning Specialties
We are a family business and have a unique perspective in business transition and development strategies.
Work with executives and entrepreneurs providing education and advice
Develop strategies to efficiently turn your savings plan into a spending plan
Tax planning is a key component to any strategy we help develop
We help uncover options you may not have even considered
Additional Information
I started in the financial services industry in 1997 after graduating from University of Washington with a BA. I am a Certified Financial Planner Certificant CFP™, A Certified Investment Management Analyst CIMA™ and a Certified Private Wealth Advisor CPWA™. I live with my family in Yakima Washington and work out of our offices in Yakima, Richland and Seattle.
We are a family business with a team of financial planning and investment management professionals.
NAPFA Start Date
July 11, 2016
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