Partner With the Financial Planner
Who Knows Both Health Care and Wealth Care
Rick Lerner, CFP® is a fee-based planner who specializes in business and personal financial planning for those working in health care. With 10 years of experience in hospital management and 18 years in the field of financial services, Rick understands the many pressures that health-care professionals face today. His job as a Raymond James Financial Advisor is to help you focus on your needs, make the best use of your time, and help you implement a plan that makes the most sense for your personal or business circumstances.
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