Rick Price
Financial Planning Advisor @Coastal Wealth
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WORK HISTORY
Financial Planning Advisor @Coastal Wealth
US
EDUCATION
Mississippi College
Business Administration
University of Florida
Business Administration and Construction Management
ABOUT RICK PRICE
Richard Sterling Price, fiduciary and FSCP has been in the financial services industry since 2009 and a consistent qualifying member of MDRT (Million Dollar Round Table) since 2011. Early in his career “Rick” observed a severe gap with individuals’ financial education as high-school and even advanced university classes often omit adequate financial planning education. As a result, Rick made it his mission to fill this gap for his clients by providing the missing financial planning education, insight, and experience to those serious about taking control of their financial future. Rick is proud to team with Coastal Wealth\'s Planning Solutions Group to create personalized financial solutions based on each client\'s unique goals and life stage. He and his team achieve this by delivering comprehensive planning insight across all areas of high-level financial planning including:• Retirement planning• Estate planning• Tax planning strategies• Wealth accumulation and investment planning • Risk management and insuranceBy partnering with Rick and his team, clients gain the insights needed to put the best possible financial plan in place and confidently secure their future. Rick looks forward to learning about your unique situation and invites you to bring any of your financial questions or concerns to review so that you can take advantage of his team’s industry-leading expertise to learn all of your options and develop a customized solution that best fits you.On a personal level, Rick graduated as a die-hard gator from the University of Florida in 2004, enjoys everything sports, especially sailing, windsurfing and wakeboarding and is blessed to be father of two amazing children, Bella, and Sterling Price. He is actively involved with Calvary Chapel Fort Lauderdale and enjoys investing in the South Florida community through a variety of projects, events, and ministries.https://mycoastalwealth.com/rprice/ Licenses and disclosures: You can review Rick\'s experience, licenses, and FINRA standing at the following link:https://brokercheck.finra.org/individual/summary/57•••66
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