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Chris Rick, CFP®

Strategic Partner

As a CERTIFIED FINANCIAL PLANNER™ Professional, Chris believes every client should have a financial plan they understand which is achieved through education and consistent communication. Chris views each clients’ goals as a planning opportunity rather than an obstacle. Through his discovery process, Chris can help clients identify their priorities and pursue their goals with greater confidence

Chris Rick, CFP® joined Keystone Private Wealth as an Executive Vice President & Financial Advisor. With a strong financial planning background, he specializes in building a plan, whether it is preparing for retirement, maintaining a lifestyle in retirement or building a legacy.

Chris began his career with Morgan Stanley Smith Barney in 2010. Most recently he was a Financial Consultant with Fidelity Investments in Palm Desert since 2011. Chris graduated from the University of California San Diego with a bachelor’s degree in Economics.

Prior to entering the financial industry, Chris pursued a career in golf. He resides in La Quinta with his wife. He enjoys spending time with family, golfing, hiking and traveling.