Alan M. Rickert, CFP®
Alan (Al) M. Rickert has one goal in mind as he works with his clients: helping them to fully enjoy a Quality of Life experience. “Many of my clients have met with us and suddenly realized that it is possible to align their financial goals with their personal passions! My primary objective is to help them embrace these passions and plan their financial lives appropriately. I want to be viewed by my clients’ as their personal Chief Financial Officer and look to earn their confidence each and every day.”
Al is a graduate of the University of Nebraska-Omaha and began his financial services career in 1991 after spending four years as a professional golfer. Since receiving his CERTIFIED FINANCIAL PLANNER™ designation in 1997, Al has been committed to providing comprehensive planning and investment management to successful business owners, executives and medical specialists.
Al has spoken publicly on numerous occasions regarding IRA distribution planning, charitable planning techniques, alternative investment strategies, Modern Portfolio Theory and Behavioral Finance. In 2009, Al hosted a financial focused radio show on News Radio KMBZ in Kansas City called “WINning With Al Rickert”.
As an Investment Advisor Representative with LPL Financial, Al has access to numerous well known money managers and a flexible, truly independent financial management platform, which enables him to build dynamic and customized portfolios for his clients.
Al is joyously married to Lori, and they cherish each and every day with their children Jamie (16) and Jake (14). Interests outside of providing financial guidance for his family and clients, include: friends, golf, sports of any kind, fine red wine and just being outdoors.