Rick Wilkinson

Certified Financial Planner, Wealth

With work experience over 31 years, this person is currently working at Rogers Wealth Group as a Certified Financial Planner. Rick received his education from 1990 to 1992 at the College for Financial Planning. Rick Wilkinson has certifications in : Certified Financial Planner and License 44700. This expert can be found in Austin, Texas. To contact Rick, you can search for their phone number or e-mail address or receive further info by requesting access to the professional's further details on SoftwareOfficial.
Name variants:
Ricky Wilkinson
Last updated Jun 15, 2024

Contact Information

Last Update
Jul 4, 2022
Email
rw**@rogerswealthgroup.com
Location
Austin, TX

Workplace

Rogers Wealth Group
Certified Financial Planner

Industry

Investment Management

Work History

Certified Financial Planner

from Jun 2011

Financial Advisor

Mar 2008 — Jun 2011

Sr Account Agent

Mar 1980 — Jan 2008

Occupations

Financial Broker
Certified Financial Planner
Accountant
Finance and Accounting Specialist
Financial Consultant
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent

Skills

Retirement Planning
Retirement
Pensions
401K
Insurance
Strategic Financial Planning
Investments
Asset Allocation
Life Insurance
Iras
Investment Advisory
Mutual Funds
Asset Management
Employee Benefits
Fixed Annuities
Commercial Insurance
Property and Casualty Insurance
Financial Analysis
Term Life Insurance
General Insurance
Small Business
Disability Insurance
Health Insurance

FAQs about Rick Wilkinson

What's the profession of Rick Wilkinson?

This professional's job is Certified Financial Planner, Wealth

What jobs is Rick a professional at?

Rick Wilkinson is a professional Financial Broker and Certified Financial Planner jobs.

Where does Rick Wilkinson live?

Austin, Texas is the place where Rick Wilkinson lives

Does the expert have the email address?

rw**@rogerswealthgroup.com is The expert's email address.

How many companies did Rick Wilkinson work at?

The professional worked at three jobs.

Does Rick Wilkinson have personal webpage or blog?

Rick Wilkinson`s website is http://www.rogerswealthgroup.com.

Where has Rick Wilkinson studied?

Rick studied at the College for Financial Planning from 1990 to 1992.

What are the certifications of Rick Wilkinson?

This expert received the following certifications: Certified Financial Planner and License 44700.
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