Ricardo is a Financial Advisor with WestPac Wealth Partners and is also a Registered Representative (RR) and Investment Adviser Representative (IAR) with Park Avenue Securities. Ricardo's philosophy stems around building long lasting relationships with prospects and his clients by providing strategies around a holistic approach to financial decisions. His primary goal is to provide clarity, helping his clients to be able to meet their future financial goals by protecting, growing and sustaining generational wealth for themselves and their family. All while also focusing on living the lifestyle they want to live, depending on their current financial situation. The strategy for each client will be different, however, the goal is always to get to a point of "financial balance®."
Prior to joining the financial industry, Ricardo was a professional basketball player for over 11 years. After receiving his Bachelor's degree from Cedarville University in 2010, he decided to pursue his "hoop dreams," playing on multiple professional basketball teams in Europe and South America throughout his career. He was chosen to join the team at WestPac Wealth Partners to continue his journey in building his wealth management practice.
Ricardo is passionate about pursuing his education in the financial services industry. He currently holds the Series 6, 63, 65, Securities Industry Essentials (SIE) licenses, as well as the Life & Health license in approximately 20 states. He is currently preparing to sit for the Series 7 exam, and also plans to begin his path towards earning several financial designations in the near future.
In his free time, Ricardo enjoys traveling, networking, and hiking while also spending time with his friends and family.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd, #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #4224288|2023-165620 Exp. 12/25