Rick Lerner, CFP® is a fee-based Certified Financial Professional, and a registered investment advisor representative. He is also a Chartered Employees Benefits Consultant. Rick owns Lerner Financial, LLC, which is an independent firm, based in Greenwood Village, CO. The team at Lerner Financial offers financial planning for The Greater Denver Metro area..
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 25 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:
Certified Financial Planner™ (CFP®) Board of Certified Financial Planners
Chartered Federal Employee Benefits Consultant (ChFEBC), Chartered Federal Employee Benefit Consultant
Master’s in Hospital Administration, Tulane University
Bachelor’s in Biology and Business, Whittier College
Registered Investment Advisor Representative, Raymond James Financial Services, Inc.
Registered Representative and Branch Manager, Raymond James Financial Services, Inc.
Active State Registered Representative, AL, CA, CO, CT, IN, KS, MI, MS, MN, NM, NC, OH, OR, PA, WA, WI