Advisor at Ric Komarek, CFP
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Firm
Ric Komarek, CFP
Location
Redding, CA 96002
Credentials
CFP®, Series 65
Industry experience
18 years
Richard Komarek is a Certified Financial Planner® with 18 years of experience, operating his independent firm, Ric Komarek, CFP, in Redding, California. He has served as a class instructor at Shasta College since 2015 and is also licensed as a life and health insurance agent. His career includes managing his own advisory practices since 2007. Ric Komarek, CFP provides financial planning, consulting, and investment advice to individuals, families, and business owners. The firm manages approximately $26 million in assets and offers tailored portfolio management focused on diversified investments, operating on a fiduciary, non-discretionary basis with an emphasis on risk management and client approval.
Based on Ric Komarek, CFP
1.2% annually (typical, negotiable)
Receives insurance commissions for products sold; also receives 0.25% annually compensation from Fispoke for cash and lending solutions.
2520 Goodwater Ave., Ste B
Redding, CA 96002
California
Shasta College
2015 - Present (11 years)
Richard Benjamin Komarek
2010 - Present (16 years)
Richard Komarek
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Palo Cedro, CA
Alpha Initiative
Series 65
Redding, CA
WJ Consulting LLC
Series 63, Series 65
Redding, CA
GSR Capital Management, Inc.
Series 66
Redding, CA
Parallel Wealth Management
Series 65
Redding, CA
Retirement Lifestyles Advisory Group
Series 65
Redding, CA
Convergence Wealth Partners LLC
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