Rick Waechter
Financial Advisor to Senior Executives & Retirees, Founder, CFP® at Old Peak Finance
- Role
- Founding Partner at Old Peak Finance
- Location
- Chapel Hill, NC, US
- LinkedIn followers
- 500 followers
About Rick Waechter
After two decades working for a large Wall Street bank, providing in-depth financial…
Experience
Founding Partner
Jan 2010 — Present · Raleigh-Durham, NC, US
Old Peak Finance exists for one simple reason: to offer tailored, transparent advice so clients can achieve their financial goals.To learn more, please visit https://oldpeakfinance.com/
Education
Princeton University
AB, History, cum laude
1980 — 1984
Harvard Business School
MBA, General Management
1986 — 1988
Duke University
Certificate in Financial Planning
2010 — 2011
Skills
- Strategic Financial Planning
- Corporate Development
- Financial Analysis
- Financial Modeling
- Financial Structuring
- Financial Advisory
- Investment Management
- Due Diligence
- Fixed Income
- Valuation
- Insurance
- Retirement Planning
- Tax
- Investment Advisory
- Strategy
- Wealth Management
- Management
- Personal Finance
- Business Planning
- Financial Planning
- Investment Strategies
- Alternative Investments
- Emerging Markets
- Capital Markets
- Series 7
- Estate Planning
- Corporate Finance
- Business Valuation
- Mutual Funds
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