Rick Lerner, CFP® is a fee-based Certified Financial Planner, and a registered investment advisor representative. He is also a Chartered Employees Benefits Consultant. Rick owns Lerner Financial, LLC, which is an independent financial planning firm, based in Greenwood Village, CO.
Rick is affiliated with Raymond James Financial Services, a subsidiary of Raymond James Financial, Inc. which is a diversified financial services holding company with subsidiaries engaged primarily in investment, financial planning, investment banking and asset management. Raymond James stock is traded on the New York Stock Exchange (RJF).
Rick has been in the financial services business for over 20 years. The primary focus of his practice is working with his clients in the area of pre-retirement wealth accumulation and developing post-retirement wealth distribution strategies.
Rick is a member of the Financial Planning Association. He holds a BA Degree from Whittier College and an MBA from Tulane University. He is a Denver native and resides with his wife, Marlene, in Centennial, CO.
Rick's education and credentials are as follows:
One of our core philosophies is to "Put the Client First". Terra is key to carrying out that philosophy. As our Client Relationship Manager, Terra is responsible for the daily operational aspects of our office.
Terra has over 7 years of experience within the financial services industry. She has worked directly for fund companies, trust companies and independent advisors. She has a vast knowledge of all sides of the financial industry and financial products.
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Phone: 303-394-2332
Toll Free: 866-394-2332
Email: Richard Lerner
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