Rick Philipovich, APMA®

Investment Advisor Representative

Rick completed the Accredited Portfolio Management Advisor certification in 2016 and has also taken the Series 65 Uniform Investment Advisor Law Exam which is designed to qualify candidates as investment advisor representatives.  Rick graduated from Penn State with a degree in Architectural Engineering and for over 30 years practiced as an engineer and construction manager and held a leadership position with one of the largest Seattle based general contractors.  Rick’s transition to the financial advising field stems from a desire to help individuals develop a path to financial security and independence.

ADV Part 2B - Rick Philipovich

Phone 206-635-6612
Mobile Phone 206-635-6612