Title: Financial Planner,
Investment Advisor Representative
Focus: Insurance Strategies, Retirement Planning, Financial Planning, Investment Strategies, Business Succession Planning, Risk Management Strategies, Student Loan Refinancing, Financial Education, Business Owners, College Funding Strategies, Group Benefits
Richard Sterling Price, FSCP has been in the financial services industry since 2009, a consistent qualifying member of MDRT since 2011 (Million Dollar Round Table), and is truly passionate in providing financial planning education, concepts and strategies for young business owners and accredited investors alike. Early in his career “Rick” observed a severe gap with individuals’ financial education as high-school degrees and even advanced university classes simply omit adequate financial planning education. Those looking for advice must navigate through a confusing mix of "great ideas," and "investment tips" from a variety of potentially unqualified sources who seem to all recommend something different.
Rick Price decided to combine his passion with his career and made it his mission to provide the missing financial planning education, insight, and experience to those serious about taking control of their financial future. Business owners working with Rick can have a better understanding of their options, and accreditor investors can enhance clarity and confidence as they implement a combination of strategies for their specific goals and needs.
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. Rick is actively involved with Calvary Chapel Fort Lauderdale and enjoys investing in the South Florida community through a variety of projects, events, and ministries.
Rick Price is proud to team with Coastal Wealth's Planning Solutions Group to provide comprehensive planning insight across all areas of high-level financial planning. Rick looks forward to learning about your family and business and invites you to bring any of your financial questions to review, learn your options and collectively design the customized solutions you seek.
Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet your current needs, and more importantly, your future needs.
My goal is to provide holistic, comprehensive financial services to individuals and businesses. I can help you make good financial decisions seeking to help avoid potential issues by providing you with superior client service focused on tailored, objective financial strategies, to help you reach your goals.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
SOLUTIONS THAT HAVE AN IMPACT
Achieving your financial goals takes patience to create the kind of possibilities that money can buy. Whether you’re saving for a home, a college education, a dream project, or preparing for retirement, having a trusted financial professional can support and guide you to make solid decisions that can turn life goals into reality.