OLD PEAK FINANCE

It starts with a conversation about where you are today and what your goals are. As your dedicated financial advisor at Old Peak Finance, we analyze your current position in regards to investments, insurance, estate planning, retirement and tax planning. We then determine what you could change to achieve your goals and develop a financial plan with that in mind. Next, we monitor your plan over years, and we adjust it as your life changes. All so you can live the life you want... Rick founded Old Peak. He has 25 years' experience providing financial advice. He is a CERTIFIED FINANCIAL PLANNER™. He previously spent 15 years advising companies and governments throughout Asia, with Merrill Lynch, where he led teams that completed $50 billion of transactions. Rick has degrees from Princeton (AB) and Harvard Business School (MBA). He volunteers in area schools, teaching financial literacy. Rick and his wife have two adult children and live in Chapel Hill... Learning about new policies and..

Also known as: Old Peak Finance LLC