Richard “Rick” Loek, RICP®
Rick is an Investment Adviser Representative with Onesta Wealth Management and holds the Retirement Income Certified Professional® (RICP®) designation and has been a member of Ed Slott’s Master Elite IRA Advisor Group℠ since 2007. He has worked with people on retirement income for more than 20 years.
“The Original Recovering Software Engineer” is a title Rick coined for himself. Moving from solving complex software design problems to solving complex retirement income problems turned out to be a natural fit, and building software that helps people see their options is still at the core of his work.
Rick is a San Francisco Bay Area native. Over the years he has served as Charter President of the San Jose Willow Glen Lions Club and on the Mental Health Advisory Board of Santa Clara County, and has volunteered with Boy Scouts of America, Parents Helping Parents, Toastmasters, Make-A-Wish and the Cinequest Film Festival. In his spare time he has run half-marathons and triathlons.
Rick is also a licensed life and health insurance agent. Insurance products are offered through Calrima Senior Services and Insurance Solutions, Inc., a separate company from Onesta Wealth Management.
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Advisory Disclosure: Onesta Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Onesta Wealth Management and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future results. Full disclosures.