Rick has been working for years helping hard-working business folks and retired versions of them build and preserve their assets and plan for the retirement they want. Rick is a CFP® professional; as such he is a fiduciary advisor. Rick is the principal LPL financial planner for FocalPoint Wealth Management. He has been an independent financial planner since the 1990’s.
Rick is originally from Georgia. On a solo road-trip a long time ago he visited Arizona, fell in love with the state, and moved here later that year.
Rick is an Eagle Scout. His full name is Frederick E. Powell III, so you would see that full name on your account statement if you a client of Rick’s.
When he is not working, he's probably with his wife, Linda. They enjoy traveling and dining out. Rick works to get more hiking time into his schedule and pretends he is working on improving his golf game. And sometimes he gets to play with his two grand-dogs: Gunner and Gracie.
Education & Credentials
Vanderbilt University – Nashville, Tennessee
Bachelor of Arts Degree
Rick is a CERTIFIED FINANCIAL PLANNER™ professional. The CERTIFIED FINANCIAL PLANNER™ designation (abbreviated as CFP®) is earned and awarded through The Certified Financial Planner Board of Standards, Inc. (the CFP Board) in Washington, D.C.
Rick is a Chartered Life Underwriter. The Chartered Life Underwriter designation (abbreviated as CLU®) is earned and awarded through The American College of Financial Services in King of Prussia, Pennsylvania.
Rick is a Chartered Financial Consultant®. The Chartered Financial Consultant® designation (abbreviated as ChFC®) is earned and awarded through The American College of Financial Services in King of Prussia, Pennsylvania.