Rick Mida

Senior Wealth Advisor at Palatine Hill Wealth Management

Role
Senior Wealth Advisor at Palatine Hill Wealth Management
Location
Detroit, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Rick Mida

Clients tell me they appreciate my commitment and care, knowing that I’m working on their…

Experience

  1. Senior Wealth Advisor

    Palatine Hill Wealth Management

    Mar 2022 — Present · Birmingham, MI, US

    Rick is responsible for guiding clients through our wealth planning process, conducting review meetings, and managing client relationships. Rick specializes in streamlining complicated finances, reducing taxes in retirement, developing a plan for income in retirement, and understanding your investments.

Education

  • Villanova University

    BA

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Rick Mida — Senior Wealth Advisor at Palatine Hill Wealth Management in Detroit, MI, US | Unifers