After entering the financial services industry in 1983, Richard Pasick soon pursued his industry education. First becoming insurance licensed, he soon became investment licensed. Current licenses are Life, Health, Series 7, Series 63 and Series 65. Once licensed, he soon began his vigorous education with The American College in Bryn Mawr, PA. He achieved his ChFC ® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter) and his RICP (Retirement Income Certified Professional) designations in 1991, 1993 and 2014 respectively. The ChFC® provides comprehensive coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments, and estate planning. The CLU ® is an intense study of in-depth knowledge on the insurance needs of individuals, business owners and professional clients. The RICP ® is an in depth study of Baby Boomers financial needs. How a Baby Boomer creates wealth is a different concern over how they spend their wealth. This program focuses on financial strategies that can help increase a person's retirement income.
With an ever increasing appetite for knowledge and training, he hired a private industry specific coaching firm in 1993, helping him build his group presentation skills. In 2010 he completed his studies in the area of Long Term Care Insurance, earning his CLTC designation from The Corporation of Long Term Care Board of Standards.
Throughout the years, Rich has built a successful practice working with hundreds of families and small business owners helping them achieve their personal and professional financial success. His passion in the business world is delivering dynamic group presentations.
Married since 1984, Rich is the proud father of 2 MD's. He is extra proud of his grandson. Rich enjoys family time, working out, pickleball and just being Mr. Fix It around his home. He likes to refer to himself as a "Fiscal Fitness Instructor".
Financial Representative of Guardian and Registered Representative and Financial Advisor of PAS, CA insurance license #0L70321.