RICK HORTON, CEP, AIF®
Principal, Investment Consultant, Chief Compliance Officer
WPA Registered Principal
Rick L. Horton has been helping clients pursue their financial goals since 1985. During his professional investment career, he has earned the trust of clients across the country. He understands the solemn responsibility of advising clients regarding their financial assets and strives to make sure each client’s financial plan is consistent with their desired level of risk and objectives. His success has come from providing honest and quality financial advice for the ultimate benefit of his clients. Rick was named a Phoenix Five Star Wealth Manager by Phoenix Magazine in each of the last four years.
In addition to being a principal of the firm and manager of our Scottsdale, Arizona, location, Rick is a registered investment advisor representative and has both the professional Certified Estate Planner (CEP) designation and Accredited Investment Fiduciary (AIF) designation.