Learn About Rick Gonzalez
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.
I want to express my sincere gratitude to Mission Wealth Management. As a team, Rick, Claudia, and Martina have been exceptionally helpful every step of the way, from setting up our investments and navigating the complexities of our trust to moving the problematic annuities and working with all the beneficiaries. I am sure many others are working to set up all our investments and accounts flawlessly for us. We thank them as well.
Most recently, after the passing of Suzanne, your sincere condolences have been invaluable to me and our children, and I talk about it a lot. You now are diligently guiding us through the process of changing an IRA, ensuring a smooth transition. Beyond your professional expertise, your genuine care and empathy have truly stood out.
The thoughtful gesture of sending a 'Spoonful of Comfort' during this challenging time was incredibly touching and deeply appreciated. The included meditation book has also been a helpful resource, and I read it daily without fail. I even use your note card as my bookmark.
Mission Wealth Management has exceeded my expectations in every way...Your dedication, professionalism, and compassionate approach have made a significant difference. Thank you for your outstanding service.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.