Rick Havenridge is a dedicated Financial Advisor with a unique background, having served 36 years with the US Postal Service before transitioning to financial planning. This experience provides him with a deep understanding of the financial needs of Postal and Federal employees, for whom he specializes in FERS Retirement and TSP Planning, as well as income strategies. He also offers comprehensive financial planning and wealth management services to other professionals, helping them define and achieve their investment goals.
Rick is committed to simplifying complex financial concepts, educating his clients in plain language so they can make informed decisions and retire with confidence. He holds a Certificate in Financial Planning from Metropolitan College and maintains FINRA securities registrations SIE, S66, and S7, along with various insurance licenses, enabling him to assist clients across the U.S.A.