Rick Clifford, CFP®
Rick Clifford, CFP® strives to maintain an impeccable reputation for creating unique plans and strategies geared toward high net-worth individuals, business owners, professional athletes and their families. With an innovative vision for the future, he coordinates with clients’ legal and accounting teams, advocating on their behalf, utilizing every available resource in today’s cutting-edge market. Analyzing and obtaining offers for clients from insurance companies, investment managers* and other valuable financial services.
Rick’s career in financial services began in the summer of 1989, recruited by The Provident Mutual Insurance Company. He has held many positions throughout his career with Fortune 500 companies, prior to starting his own practice Strategic Wealth Planners, LLC.
Rick does not hesitate to credit much of his success toward keeping the focus always upon his clients first, never compromising on core values and always being a good listener. His broad knowledge assures that Rick implements a tailored strategy for each individual and their specific needs. And he is quick to rely on an abundance of resources culled from over 30 years in the financial services industry.
Unlimited opportunities abound when you work with an effective financial planner focused on guiding you with sound direction and solid support. Rick Clifford prides himself in being able to understand each client’s goals and objectives, reviewing every available avenue, analyzing and advising within a full spectrum of financially sound services to meet individual client needs.
Proudly serving the financial services community for over 25 years, Rick maintains the highest standards of excellence in an array of specialties, including: Fee-Based Financial Planning; Retirement Planning; Estate Planning; Risk Management and Insurance Analysis/Audits; Wealth Management and Wealth Transfer Planning.
In addition to his extensive experience, Rick has earned post graduate credentials, including Certified Financial Planner Certification (CFP®) and designations such as, Chartered Financial Consultant (ChFC®
) and Chartered Life Underwriter (CLU®
), in addition to holding a Bachelor of Science degree double major in Finance and Marketing from LaSalle University, 1989.
Residing in Warminster, PA Rick has 3 children Vanessa, Nicole and Rocco and when Rick isn’t busy meeting with clients, he enjoys Crossfitting, Volunteer Coaching his kids sports teams, and reading American history.
*Through Lincoln Financial Securities