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