Rick D. Gonzalez, MBA, CFP®, CIMA®, is currently a Partner and Senior Wealth Advisor at Mission Wealth. They previously held roles such as AVP at D.E. Frey & CO from 1990 to 1995, Director/Chief Compliance Officer at Prospect Financial Advisors from 2006 to 2008, and Senior Manager at Charles Schwab & Co. from 2003 to 2005. Gonzalez also served as Investment Manager at The Glowacki Group from 2008 to 2013 and briefly as Associate Advisor at Signature Estate & Investment Advisors, LLC in 2013. Their educational background includes a Bachelor's degree from the University of California, Berkeley, and a Master's degree from the University of Southern California.
Location
Los Angeles, United States
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