Rick Shrier

Experience

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  Shrier Associates LLC

  Sept 1988 - now

  Rick Shrier specializes in helping individuals and families preserve and grow their assets, increase income, reduce tax liability, and ensure that their money lasts their lifetime or even longer.His firm has an investment philosophy that differs remarkably from most Investment Advisory firms. Strategies that are designed to protect our clients from severe losses in down markets while providing quality participation in rising markets. Striving to always improve his lifelong objective has been to earn the loyalty and respect of his clients by helping them achieve their financial goals. His expertise includes designing and improving retirement plans that enhance the benefits of owners of small businesses. He is passionate about building investment strategies that are not only low cost but have a high probability of meeting his clients lifetime goals, and aspirations. As a Registered Investment Advisor, Rick holds both the Chartered Life Underwriter designation and Chartered Financial Consultant designation and is a Licensed Life Insurance Advisor. Show less

  • Registered Investment Advisor

    Mar 2024 - now

  • Independent Wealth Manager

    Sept 1988 - now
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  Reform Pension Board

  Jan 2007 - Dec 2016

  Trustee
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  Union for Reform Judaism

  Jan 2010 - Dec 2016

  Trustee