Rick D. Gonzalez
Partner and Senior Wealth Advisor at Mission Wealth
- Role
- Partner Senior Wealth Advisor at Mission Wealth
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Partner Senior Wealth Advisor
Jan 2014 — Present
Education
University of Southern California
Masters, Business Administration
University of California, Berkeley, Haas School of Business
Certified Investment Management Analyst® (CIMA®) Designation
2009
University of California, Berkeley
Bachelors, Economics
Skills
- Equities
- Management
- Business Services
- Diversification
- Investor Presentations
- Financial Services
- New Business Development
- Due Diligence
- Portfolio Management
- Financial Research
- Investments
- Asset Allocation
- Risk Management
- Marketing
- Wealth Management
- Financial Analysis
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