Phone Number: (408) 802-6122
Email Address: email@example.com
786 Trenton Drive
Sunnyvale, CA 94087 United States
Rick Hughes, a Registered Representative with Zuk Financial Group, is located in Sunnyvale California. A Registered Representative for LPL Financial, Rick holds FINRA Series 7 with LPL Financial and 66 licenses. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through his financial planning practice, Rick represents a complete spectrum of Mutual Fund families, stock, bonds, annuities and life insurance programs.
Mr. Hughes has an undergraduate degree from UC Santa Cruz and an MBA in International Business from the Helsinki school of economics. He has lectured in several countries, including Holland, Germany and Finland to students and professionals about relevant international business topics. Rick utilizes his experience to educate his clients on strategies designed to achieve financial security. He thoroughly enjoys his role assisting his clients in analyzing all the information necessary to develop a personalized financial plan.
A specialist in retirement planning, Rick is frequently invited to present educational seminars for schools, colleges and educational professional organizations. Rick has developed extensive knowledge in the Public Employees Retirement System (PERS) and the State Teachers Retirement System (STRS). He also does seminars on investment and retirement planning for small businesses and non-profit organizations. Rick has earned a reputation for explaining difficult subjects in a style that is easily understood.
When Rick is not working with his clients to help them achieve their financial goals and aspirations he loves to spend time outdoors with his family.
California Insurance License # 0D54663
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.