Rick Oldham, CFP®
Rick serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 15 years of experience in the financial services industry, Rick has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Rick worked for an independent investment advisory firm as a senior advisor.
Rick earned a Bachelor of Arts degree in economics/finance from Furman University. Rick is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.
Rick has two children: Lexi and Luke. In his spare time, Rick enjoys golf, tennis, skiing, traveling and spending time with his family.
Articles by Rick Oldham, CFP®
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