Rick McClanahan

WORK HISTORY

EDUCATION

SKILLS

ABOUT RICK MCCLANAHAN

Rick McClanahan has been working in the financial sector for over 20 years, helping clients protect their assets and invest wisely. A successful financial consultant, speaker, coach, and entrepreneur, he founded his holistic financial services practice, Legacy First Financial Group LLC, in 2007 and is also the founder and CEO of the American Financial Education Alliance (AFEA), an IRS-approved 501(c)(3) nonprofit organization specializing in teaching financial education in libraries, businesses, and over 200 universities nationwide.Rick’s success in his financial practice and non-profit organization led to an overwhelming desire to educate financial professionals about the new DOL fiduciary rule and what it now means to be a true fiduciary. In early 2017, he founded the National Association of Certified Financial Fiduciaries (NACFF®) and created the Certified Financial Fiduciary® designation to accomplish this goal.Rick is an in-demand conference speaker and instructor of multiple topics, including comprehensive fiduciary training; understanding fiduciary laws; the DOL fiduciary rule; financial management; retirement income planning; Social Security and Medicare training; employee and workplace training; wealth management strategies; and more. His workshops, classes, and seminars are in constant demand due to his devotion to his craft, his passion for helping people improve their lifestyles, and his expertise in insurance, finance, tax, and estate planning issues.Rick served eight years on three different ships in the United States Navy and is a proud veteran of Desert Shield and Desert Storm.