Ricardo Rick R.

Financial Educator @Money Management Educators, Inc

Los Angeles, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2024 — Present

Financial Educator @Money Management Educators, Inc

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Since 1989, Money Management Educators has been providing our interactive seminars for corporations across the United States – both large and small. Staffed with financial instructors, we are an ‘education only’ group. We are passionate about financial wellness education and our instructors are committed to teaching others how to take ownership of their financial future.

EDUCATION

N/A

St. Francis High School, La Canada, CA

High School Diploma

2011 — 2013

Notre Dame de Namur University

Master's Degree, Public Administration: Public Affairs

N/A

The American College of Financial Services

Financial Planning and Services

2007 — 2011

Occidental College

Bachelor's Degree, History & Politics

ABOUT RICARDO RICK R.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care, lifetime income strategies, and investment advisor services. Please contact me to help you fully analyze your needs and recommend appropriate solutions.Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company.I\'m authorized to offer life insurance from New York Life to AARP members.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.Neither RMR Insurance Solutions & Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.RMR Insurance Solutions & Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.801 N. Brand Blvd, Penthouse SuiteGlendale, CA 91••••••••58Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.My CA License is 0N02198

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