Rick D. Gonzalez MBA, CFP®, CIMA®, AWMA™
Based in Los Angeles, Rick helps retirees, business owners, executives, physicians, tech professionals, and families navigate retirement, concentrated stock, equity compensation, and other major financial decisions.
Ways to Connect
Languages Spoken
- English
- Spanish
Who Rick Typically Helps
Retirees, business owners preparing for a sale, executives and employees with concentrated stock or equity compensation, physicians, tech professionals, families navigating inheritance, multigenerational families.
Serving Clients in
Los Angeles • Thousand Oaks • Westlake Village • Newport Beach • Irvine • Communities throughout Southern California
Available nationwide through virtual meetings
Questions Rick Helps Answer
- How can I prepare for retirement and create sustainable income?
- What tax-planning opportunities should I consider?
- How can I coordinate estate planning with my financial plan?
- How should I manage concentrated stock and equity compensation?
- What should I prioritize financially during divorce or after losing a spouse?
Rick Gonzalez is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the Los Angeles, Thousand Oaks, and surrounding California areas. With a focus on developing investment, estate, and financial planning strategies, Rick works closely with clients to understand their current and long-term goals. As an experienced investment professional, he is dedicated to helping individuals navigate the financial markets and manage unexpected life events, all while providing the emotional support needed to make informed decisions about their financial future.
My greatest priority is to be a pillar of support for my clients and their families. I take pride in offering guidance on how to prioritize their needs, realize their goals, and fulfill their dreams. Seeing my clients succeed and thrive brings me immense satisfaction, and I strive to be a trusted partner throughout their financial journey.
Rick’s Frequently Asked Questions
Rick begins by listening carefully to your goals, needs, and priorities. He then develops personalized guidance across investments, retirement, taxes, estate planning coordination, risk management, and cash flow, with a focus on simplifying decisions and aligning your financial plan with what matters most to you.
Professional Background
Rick Gonzalez has over 30 years of experience in the financial services industry, having started his career at a boutique financial services firm in Denver, Colorado. He joined Charles Schwab & Co., Inc in San Francisco in 1995 and managed a large investment team of Senior Advisors and clients with assets of over $8 billion. Later on, Rick became the CFO and CCO of a boutique investment banking firm and served as Investment Manager at The Glowacki Group and Associate Advisor at SEIA before joining Mission Wealth in 2014.
Rick has a Bachelor of Arts in Economics from the University of California, Berkeley, and an MBA from the University of Southern California. He holds various financial planning designations, including Accredited Wealth Management Advisor™, Certified Investment Management Analyst®, and CERTIFIED FINANCIAL PLANNER™. Through his extensive knowledge and experience in the industry, Rick strives to develop investment, estate, and financial planning strategies that are tailored to meet clients’ specific needs and help them achieve their long-term financial goals.
Personal Pursuits
When Rick Gonzalez isn’t busy helping his clients achieve their financial goals, he enjoys keeping fit and active by working out regularly at the gym. In fact, he often starts his day with a 6:00 am workout to help him feel energized and focused for the day ahead. Rick is also an avid reader and enjoys traveling to destinations like Lake Tahoe when he has the opportunity. As a longtime fan of the Los Angeles Lakers, he enjoys watching their games and keeping up with the latest team news. In college, Rick was a member of the UC Berkeley Tae Kwon Do Team and even competed in the 1986 NCAA Collegiate National Tae Kwon Do Championships, showcasing his passion for martial arts and athletic pursuits.
Community Impact
Rick has a strong passion for helping others, whether it be through his role at Mission Wealth or his volunteer work. He currently volunteers at the Children’s Hospital of Los Angeles, where he is committed to supporting the mission of creating hope and healthier futures for children, particularly those who are underserved. Additionally, Rick is an active member of various organizations, including the USC Alumni, UC Berkeley Alumni, and the Investment Management Consultants Organization, where he continues to support his community and expand his knowledge in the financial industry.
Request an Introduction to Rick D. Gonzalez
Here’s how the first steps work:
- 1 Request an introductory conversation
- 2 We learn about your goals and priorities
- 3 We determine if Mission Wealth is the right fit to help you move forward
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor