Rick Durkee
- Role
- Founder CEO at Coastal Financial Planning Group
- Location
- Charleston, SC, US
- LinkedIn followers
- 500 followers
About Rick Durkee
I\'m Rick Durkee. I love guiding successful couples with a retirement income plan so they…
Experience
Founder CEO
Coastal Financial Planning Group
May 2005 — Present
Chief Executive Officer • Sales & Marketing • Case Design • Practice Development Planning The Coastal Financial Planning Group is experienced in the field of financial wealth management as Rick and his team concentrate on wealth allocation and distribution strategies for its retirement income planning clients. They help their clients face retirement’s three biggest challenges: protecting their life savings, paying less in taxes, and passing on a financial legacy in the most efficient manner possible.
Education
Life Underwriter Training Council
Life Underwriter Training Council
1991 — 1994
Convenant Group
Elite Advisor Practice Development program
2011
Darla Moore School of Business at the University of South Carolina
Bachelor’s Degree, Business Administration/Marketing
1978 — 1981
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