Rick Petty is a financial advisor and registered representative with United Planners Financial Services of America. With more than 20 years of experience, his goal is to reduce clients’ financial stresses so they can focus on their passions in life. He specializes in wealth management*, retirement income modeling*, investment planning*, charitable gifting,* and estate distribution planning.
Rick founded his firm, North Star Wealth Strategies in 2011. Previously, he worked with Weaver Tidwell Wealth Management as a Senior Wealth Manager, and with American Express as a Senior Financial Advisor. He founded his firm in order to offer clients a wider array of services without conflicts of interest or proprietary products.
Rick holds FINRA Series 7, 24, 63, and 65 securities registrations and is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. He received his Bachelor of Science in Finance from Brigham Young University and a Master of Business Administration in Personal Finance from The University of Dallas.
Rick resides in Fort Worth and spends much of his time with his family, which includes six grandchildren. He enjoys woodworking and traveling in his spare time.
*These services are offered through United Planners Financial Services