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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 | 