Richard Roush
- Role
- Owner & Financial Life Planner at The Roush Group
- Location
- Fresno, CA, US
- LinkedIn followers
- 500 followers
Experience
Owner & Financial Life Planner
Jan 2010 — Present
Rick is the founder and Chief Investment Officer of The Roush Group in downtown Fresno, California. Serving clients in the central valley and central coastal California, The Roush Group embraces a personalized and compassionate life planning process to help clients identify, prioritize, and plan for their most important life expectations. He\'s an expert in the retirement plan industry and provides business owners with the guidance and expertise necessary to successfully execute a 401(k) plan. Rick is a highly involved community member who currently serves on the board of San Joaquin Country Club, Fresno Business Council, United Way of Fresno, and the City of Fresno. His devotion to the fiduciary spirit has earned Rick the Qualified Plan Financial Consultant (QPFC) credential and the Accredited Investment Fiduciary® (AIF®) designation, and he continually seeks to better himself professionally for his firm and his family of valued clients.
Skills
- Wealth Management System
- Retirement Planning
- Real Estate
- Financial Investment Planning
- Alternative Investments
- Due Diligence
- Business Strategy
- Customer Service
- Strategic Planning
- Mutual Funds
- Sales
- Small Business
- Managerial Finance
- Financial Advisory
- Investment Advisory
- Investment Strategies
- Mergers & Acquisitions
- Strategic Financial Planning
- Entrepreneurship
- Portfolio Monitoring
- Project Planning
- Financial Strategy Development
- Asset Allocation
- Tax
- Private Equity
- Management
- Portfolio Management
- Securities
- Financial Analysis
- Financial Planning
- Asset Management
- Investments
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