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 ensure that he adheres to the highest code of ethics, 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 and a corporate supporter of the Metro Denver Dental Association and Colorado Medical Society.