rick-gonzalez-profile

Rick D. Gonzalez

In by Mission Wealth

Rick D. Gonzalez Mission Wealth

Rick D. Gonzalez

MBA, CFP®, CIMA®, AWMA®

Client Advisor


Rick D. Gonzalez Mission Wealth

Rick D. Gonzalez

MBA, CFP®, CIMA®, AWMA®

Client Advisor

"The most important aspect of being a wealth management advisor is being a source of strength for my clients and their families. The ability to help guide their needs, priorities, and dreams and provide guidance on how to make those objectives become reality.”

Role at Mission Wealth

Rick Gonzalez serves as a Client Advisor for Mission Wealth and works to promote the Mission Wealth brand throughout Southern California. As a client advocate, Mr. Gonzalez works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.


As an investment professional Mr. Gonzalez enjoys a career dedicated to helping individuals navigate the financial markets, manage unexpected life events and the emotional undertones that go along with them.

Contact Information

Department:

Advisory Team

Professional Background

With over 25 years of experience in the financial services industry, Mr. Gonzalez began his career at a boutique financial services firm in Denver, CO. In 1995 he joined Charles Schwab & Co., Inc in San Francisco, CA and managed a large investment team of Senior Advisors and clients with assets of over $8 billion. In 2006, Mr. Gonzalez returned to Southern California to work as CFO and CCO for a boutique investment banking firm, and subsequently as Investment Manager at The Glowacki Group and Associate Advisor at SEIA.


Rick has a Bachelor of Arts in Economics from University of California, Berkeley, as well as an MBA from the University of Southern California.

Credentials

Personal Pursuits

Rick is a volunteer is the Children’s Hospital of Los Angeles, a member of the USC Alumni organization, a member of UC Berkeley Alumni organization, and a member of the Investment Management Consultants Organization. 


Spotlight on Rick D. Gonzalez

At Mission Wealth, Rick develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals. In the interview from October 2017, Rick talks about his experience with Tae Kwon Do, and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.


Rick D. Gonzalez
Learn more

Meet More of Our Team

BACK TO TEAM PAGE