CA License No. 0G41325
Rick Mowdy is dedicated to guiding businesses, families, and individuals with the accumulation and preservation of wealth through comprehensive financial strategies. Rick utilizes his knowledge and experience in combination with the expertise of a team of specialists available at Tax & Financial Group (TFG). Together, they provide innovative solutions and professional direction to help clients work towards their financial goals and objectives.
Rick received his Bachelor of Arts Degree in Finance from California State University, Fullerton (CSUF). While attending CSUF, Rick was a part of the Guardian Scholars, a scholarship dedicated to the higher education of foster youth.
Rick holds the Series 7 and Series 66 registrations, Life and Health Insurance Licenses, as well as variable life and annuity licenses. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., member FINRA/SIPC.
Prior to joining Tax & Financial Group (TFG), Rick was with Saddington Shusko, LLP where he laid the foundation of his tax knowledge by working on complex tax returns for individuals and partnerships in various industries.
Rick does not provide specific tax or legal advice.