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Rick Wertheim
Hi, I'm Rick Wertheim, independent financial advisor in Northern CA. I specialize in 401k plans and other retirement plans, as well as individuals.
Rick Wertheim's Bio:
Rick Wertheim's Experience:
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Financial Advisor at Independent Financial Group
October 2015 - Present | Roseville, CAProviding comprehensive financial planning and wealth management solutions. Offering a vast suite of financial products that is tailored to each individual client. Each investment solution is customized for the individual to help clients realize their financial goals, both before and after retirement. By providing counsel, insight, and strategy, Rick Wertheim has developed an expertise in helping clients protect principal and ensure that their money lasts throughout retirement.
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Financial Advisor at Ameriprise Financial
December 2014 - October 2015 | Roseville, CAProviding comprehensive financial planning and wealth management solutions. Offering a vast suite of financial products that is tailored to each individual client. Each investment solution is customized for the individual to help clients realize their financial goals, both before and after retirement. By providing counsel, insight, and strategy, Rick Wertheim has developed an expertise in helping clients protect principal and ensure that their money lasts throughout retirement.
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Financial Advisor at Smith-Mottini Financial Advisors
July 2012 - December 2014Providing comprehensive financial planning and wealth management solutions. Offering a vast suite of financial products that is tailored to each individual client. Each investment solution is customized for the individual to help clients realize their financial goals, both before and after retirement. By providing counsel, insight, and strategy, Rick Wertheim has developed an expertise in helping clients protect principal and ensure that their money lasts throughout retirement.
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Financial Advisor at Next Level Advisors, Inc.
May 2011 - July 2012Providing comprehensive financial planning and wealth management solutions. Offering a vast suite of financial products that is tailored to each individual client. Each investment solution is customized for the individual to help clients realize their financial goals, both before and after retirement. By providing counsel, insight, and strategy, Rick Wertheim has developed an expertise in helping clients protect principal and ensure that their money lasts throughout retirement.
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Financial Advisor at Pinnacle Asset Management, Inc.
September 2007 - May 2011Providing comprehensive financial planning and wealth management solutions. Offering a vast suite of financial products that is tailored to each individual client. Each investment solution is customized for the individual to help clients realize their financial goals, both before and after retirement.
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Audit Associate at PricewaterhouseCoopers
September 2005 - September 2007Financial statement and internal controls auditing. Providing shareholders and other interested parties with verification of full disclosure reported in financial statements. Also ensured appropriate business practices and fraud prevention.
Rick Wertheim's Education:
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California Polytechnic State University-San Luis Obispo
2001 – 2005Bachelor of ScienceConcentration: Business Administration - Accounting/Finance
Rick Wertheim's Interests & Activities:
Cycling, soccer, softball, American Diabetes Association Tour de Cure, Movember - Changing the Face of Men's Health
