Rick Simonetti
Advisory Board Member @Forbes Advisor
Tampa, FL, US
EMAILS
r••••••••@fideliscapital.com
MOBILE NUMBERS
+18•••••••97
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WORK HISTORY
May 2024 — Present
Advisory Board Member @Forbes Advisor
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EDUCATION
1983 — 1988
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.)
SKILLS
Retirement PlanningChange ManagementLeadership DevelopmentWealthAsset ManagementPortfolio ManagementMergersLoansFinancial AdvisoryTeam BuildingMergers & AcquisitionsRelationship ManagementBankingRisk ManagementFinancial PlanningInsurance PlanningEstate PlanningPhilanthropyWealth ManagementAlternative InvestmentsFinancial ServicesSeries 7High Net Worth IndividualsBusiness PlanningStrategic Financial PlanningTaxWealth Management ServicesSuccession PlanningInvestmentsInvestment AdvisoryFinancial Planners
ABOUT RICK SIMONETTI
Wealth Management Founder | Wealth Planning | Strategic Leadership | Business Development | Relationship Building | Culture Builder
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