Vanderbilt is happy to announce one of the newest additions to our growing firm, Financial Professional, Rick H, CFP®, RICP®, MBA, is the Founder & President of Inivas Financial. Rick is joining us from Massachusetts.
Rick has been serving clients in the financial industry for over 21 years. He is a Certified Financial Planner™, Retirement Income Certified Professional™ and earned his MBA from Northeastern University. Rick experiences immense satisfaction knowing that he is helping others achieve financial success, and works with vigor to deliver timely and appropriate wealth management advice each and every day. Citing his grandfather as his personal hero, Rick was taught from the time he was young to always think outside of the box, and never settle on the first solution to a problem.
A dedicated father to his son Anthony, Rick enjoys coaching youth hockey and baseball where he is able to spend more time with his boy, while encouraging other young athletes to pursue their dreams. Depending on the time of year, Rick can be found in the rink, on the ball field, or out fishing with his son.
“Rick brings a strong client-first mindset and years of experience guiding individuals through important financial decisions. We’re proud to have him join Vanderbilt and look forward to the value he will bring to our clients.” – Joe Trifiletti, President.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.