Rick Zich, CEPA®, MBA
Partner
As a wealth advisor, Rick helps clients define their financial goals and create personalized plans to achieve them, balancing practicality with long-term aspirations. His approach is built on open communication and mutual trust.
Before joining SIA, Rick was President and CFO of a consumer goods company and currently co-owns Trinity Diamonds with his wife. He has deep experience in technology and operations, having chaired the Microsoft Dynamics peer group and consulted on software integration and manufacturing efficiency with Desertview Management Services. His CEPA designation enables him to help business owners maximize value.
Rick holds FINRA Series SIE, 7, 24, 63 and 65 registrations, which are held through LPL Financial.
Outside the office, he enjoys working out, science fiction audiobooks, and traveling, recently to Tahiti. His office displays photos from his global adventures, including a memorable trip to Australia with his daughter to celebrate her high school graduation.
