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Our Qualifications

Rick Lerner, CFP® founded Lerner Financial, LLC. Before he entered the financial services industry in 1989, he worked in hospital management for 10 years. He earned his BA from Whittier College in 1978 and his MBA from Tulane University in 1981.

In 1991 he received the professional designation of Certified Financial Planner™ from the College for Financial Planning in Denver. His CFP® designation and status as a registered investment advisor representative necessitate he adheres to their code of ethics. He also stays accountable, and keeps current through continuing education. His clients value his honesty, thoroughness, broad knowledge base, ability to listen, and expertise in handling many facets of their financial needs while keeping their best interests at heart.

Rick Lerner is a current member of the Financial Planning Association. He is also a Chartered Federal Employee Benefits Consultant.

Securities Offered through

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Lerner Financial, LLC is independent of Raymond James Financial Services, Inc.® This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.