Registered Representative, Securities Offered Through Cambridge Investment Research, Inc., a Broker/Broker, Member FINRA/SIPC.
Journey Financial Partners, LLC is a Colorado based company in the business of helping both businesses and individuals plan for their retirement, investment, and financial futures. Explaining and deciphering the confusing world of investments and finance can be difficult for anyone. We see our task to help people develop a base of understanding through regular communication with our clients.
That's the difference between us and the other guys!
Rick is an Investment Advisor Representative as well as the President of Journey Financial Partners. He has his Series 6, Series 65 and Series 63 licenses and is registered to do business in Colorado, Iowa, Florida, Ohio, and Georgia. Much of his business is focused in helping clients develop a comprehensive financial plan to cover issues ranging from retirement planning to estate-planning issues.
Beginning his career in the Financial Services Industry in December of 1999, Rick's background includes working as a Series 3-licensed broker for commodity firms in Denver, Colorado and Houston, Texas as well as working as an executive and compliance officer for trading firms located in several locations around the world, including a serving a 6-month stint on location in Milan, Italy.