Rick

Levy

Financial Services Certified Professional®    Financial Planner   Investment Advisor

Office Locations: Indianapolis IN, Merrillville IN

“My goal is to help people retire comfortably and on their schedule"

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Why clients choose to work with Rick: 

 

I strive to ease the financial challenges of transitioning from working to retirement.

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Secrets to his Success 

One to One Financial Advisors oversees a large portion of retirement savings programs in school systems across Indiana.  I manage those programs for several of those programs. I help teachers and school staff members understand and prepare for retirement, and beyond.

More Information about Rick

Your Backstory


Born and raised in St. Louis, Missouri. I graduated from Ladue High School, in Ladue Missouri. I attended Meramec College in Kirkwood, Missouri, Business Administration; were I played Center on the Ice Hockey Team. I earned my Financial Services Certified Professional (FSCP®) designation from the American College of Financial Services. Through the years, I have gained valuable experience in sales, management and finance; in addition, I spent nineteen years professionally refereeing ice hockey. My wife and I moved to Indianapolis several years ago to be with her family.




Personal Interests and Motivators:


Family, Family, Family!!!




Hobbies:


St. Louis Cardinals Baseball, St. Louis Blues Ice Hockey





Licenses & Certifications

Financial Services Certified Professional (FSCP) designation from the American College of Financial Services. Financial Industry Regulatory Authority FINRA (www.finra.org) series 6, 63 and 65 Securities licenses,Life, Health and Accident insurance license.

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