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Rick Jackson   

Financial Advisor*, WealthPlan Financial Group
Office: 919.524.2324
Email: rjackson@wealthplanfinancial.com

Rick has been in the financial services industry since (2006). As a financial advisor, he enjoys helping individuals achieve their financial goals by preparing customized financial plans. Aside from spending time with his family, nothing is more exciting, energizing and fulfilling than building his business.

He loves to reach out to his clients every day, to educate, inspire and ultimately help them. It means continually striving to be better. It means doing what’s right and knowing that you will make a difference because of it. And it means being able to tell clients what they need to hear not necessarily what they want to hear.

He and his team offer a wide array of products and services to help round out a client’s financial plan for life. They partner with other financial professionals to create proposals, design and implement retirement and 401(k) plans. This assists small businesses to have a better experience and maximize financial health and performance.

Rick received a bachelor’s degree in History from UCLA. He currently lives in Apex, NC and is happily married with 5 children and 2 grandchildren. In his free time, he enjoys spending time with his family, playing golf, traveling the world, and cheering on the Chicago Cubs.

LFS-3403394-011321