Rick R. Staggs, CFP®, AIF®, entered the financial services profession to help people in our community achieve more of their life goals through sensible financial strategies and investment decisions.
Our firm will take the time to assess your current financial situation and help you establish your priorities for the future. Together, we will explore your options. Then, we will recommend a course of action that makes financial sense for you based on your specific financial service needs.
Our reputation for excellence is based on our long-term commitment to help provide our clients with quality financial planning and investment advice and services. To this end, Mr. Staggs and his competent staff, along with a referral network of independent financial service professionals, are dedicated to upholding the highest standards of objectivity and ethical behavior.
We take a relationship-based approach to provide clients with lifelong support and service, and we look forward to working with you to help you improve your financial future.
Rick R. Staggs
CFP®, AIF®
Rick R. Staggs, CFP®, AIF® entered the financial services profession in 1983 and was affiliated with MML Investors Services, Inc. In 2003, he founded RiverPark Financial Group to better serve the growing needs of his clients. In 2011, Rick affiliated with Commonwealth Financial Network®, an award-winning broker/dealer specializing in working with independent financial advisors.
Rick received his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in Denver, Colorado. He also obtained his Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility.
Rick has extensive knowledge and is well established in the industry. He is a frequent speaker at educational workshops throughout California. He has been the keynote speaker for the U.S. Department of Agriculture, the Internal Revenue Service, and the Fresno Economic Opportunity Council.
Rick has served on many civic and social organizations. He is a member of the Central Valley Financial Planning Association (FPA), where he has served on the board as past president and chair. During his tenure as president of the FPA, the chapter received national recognition by achieving the gold award, the highest award given to outstanding chapters.
Rick and his wife, Inez, have resided in Fresno since 1980. They have one son, Henry; a grandson named Charlie; and two dogs, Miley (Cavachon) and Livy (Morkie.)
CA Insurance License #0583212
Priscilla D. Aivazian
Financial Advisor
Priscilla Aivazian joined the team in 1998. As of 2021, she has begun working in the capacity of an advisor assisting Rick with existing clients, performing reviews, and making investment recommendations. She is also primarily focused on the investment services side of our business and is responsible for the day-to-day support of our clients, including timely and accurate transferring of financial transfers, wires, EFTs, and check services. She also provides broker administration support such as new account setup and account changes.
Priscilla holds a FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. She also holds a California license for life and health insurance.
She lives in Fresno, California, with her husband and two children. In her free time, she enjoys cooking, traveling, and spending time with friends and family.
CA Insurance License #0C81293
Martha A. Shultz
Executive Associate
Martha Shultz started working for our firm in 2012. She currently works remotely and focuses on providing internal support to advisors and ensuring client transactions are processed smoothly. Martha believes in client-oriented service and has obtained her FINRA Series 7 securities registration, allowing her to assist in a greater capacity.
Martha lives in Sioux Falls, South Dakota, with her husband and their two dogs. She enjoys reading and pilates.
Toni Y. Hurtado
Administrative Assistant
Toni Hurtado started with the firm in 2021. She comes with over 20 years of office administrative experience and is certified in human resources as well as a California notary public. Toni graduated with an associate degree in business administration/management from Fresno City College. She will be assisting with daily office tasks along with client communication services and providing support to office staff.
Toni lives in Fresno, California, with her husband, their two children, and two dogs. In her spare time, she enjoys gardening, cooking, and traveling, as well as spending time with family and friends.