Rick Vazza (CFA®, CFP)

Rick Vazza focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management

Planning Specialties

At Driven Wealth Management, we help members answer real world financial problems. 

Common questions we address are: 

  • How should we talk about finances and work in sync with a significant other?
  • What's the best way to develop a family spending plan?
  • Can I afford this major purchase?
  • Am I using the right accounts and invested appropriately?
  • Can you translate my employee benefits? 
  • How much should I be saving and investing verus paying off debt?
  • When should I start saving for college? What accounts should I use?
  • How often should I review my insurance? Am I overpaying? 
  • Will my family be ok?
  • Can I be doing more?

We partner with members to answer questions like these and empower them to take control of their financial futures. 

Additional Information

After repeatedly hearing how much my retiring clients regretted not having their finances figured out at a young age, I launched Driven Wealth Management to partner with the next generation of investors. I advise and coach our members so that they can have clarity around their goals and priorities, establish financial control by developing a plan to achieve those goals, and maintain confidence by partnering with them through life's twists and turns. 

I am married to my incredible wife, Whitney. We met during our last semester of senior year at Providence College. I am from a little south of Boston, MA while she is from Albany, NY. After several years in Brooklyn and Washington DC, we now live in sunny San Diego, CA, where you can typically find us walking our one-eyed French Bulldog, Copper, around the neighborhood.

I love to play just about every sport, whether it’s to improve a skill or just a way to meet new people. You can typically catch me on the golf course, or playing softball and soccer with rec leagues. I am also an avid reader that rotates between fictional authors, such as Dennis Lehane, biographies of history’s greatest influencers, such as Winston Churchill, and of course financial classics like “Reminiscences of a Stock Operator”.

NAPFA Start Date

July 24, 2018

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This Office

2257 Worden St San Diego, CA 92107-1631 Phone: (619) 630-0660