Rick Loudenback, CFP®, CLU®, LUTCF, CMFC
As a strong advocate on behalf of my clients, Rick provides strategic solutions in wealth services, including investment management and financial planning. Rick focuses on reducing complex problems into simple and understandable solutions to help his clients see opportunities that exist. Together they then objectively evaluate a variety of potential solutions while clearly explaining “trade-offs” inherent in these financial decisions before any products or services are implemented.
Rick has always believed clients make their best financial decisions within the context of a financial plan that address all the major aspects of their financial lives. Each new client relationship begins with a thorough examination of the client’s goals and resources. Rick, along with his team, design and manage wealth accumulation and protection strategies to help ensure his clients obtain the financial outcome they desire.
Rick strives to build long-term relationships based on trust. Through shared communication with his clients, Rick’s values and high integrity enable him to deliver client-centered solutions for his business and individual clients which repeatedly positions him and the Alera Group as a valuable long-term resource for their clients.
Before joining the firm in 2005, Rick spent more than 20 years in the financial services industry, including 12 years with Prudential Financial. Rick held several positions and won many company awards for building agencies.
Rick is married to Renee, and together they have four children and four grandchildren. He enjoys golfing and playing the guitar.
Organizations: Financial Planning Association.
Education: B.S. Business Administration, Columbia College
Credentials: Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Life Underwriting Training Council Fellow (LUTCF), Chartered Mutual Fund Counselor (CMFC)
Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.
CA license # 0I28571