Rick Waechter (CFP®, MBA)
Rick Waechter focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
Planning Specialties
Rick and his colleagues at Old Peak focus on two types of clients: busy professionals and business owners. Old Peak's clients retain the firm for comprehensive financial planning, addressing not just investing, but goal planning, tax planning, estate planning and insurance. Old Peak provides on-going advise that is tailored to each clients' unique situation.
Additional Information
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.
NAPFA Start Date
November 18, 2014
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