As a Wealth Advisor with Trilogy Financial, Rick Higbee works alongside individuals, families, and small business owners, helping them to identify their important financial goals. Along with his team of dedicated financial professionals, CPA’s, and Estate Attorneys, he creates custom strategies to help his clients pursue those goals. Rick continually coaches his clients on making sound financial decisions. His mantra is to put a smile on the face of everyone he comes in contact with.
After attending UCLA, Rick started in the retail management profession, before running his own business in the financial services industry for 15 years. Rick joined Trilogy in 2006 and holds Series 7 registration with LPL Financial, and the series 66 registration with TrilogyCapital, Inc., designations as well as Life, Health, and Long Term Care licenses. His passion lies in incorporating Investment, Tax Saving, Estate Preservation, and Protection planning strategies for tailored and comprehensive plans for his clients, no matter where they are in their journey to financial freedom.
Rick has lived in Corona since 1995 and in his spare time, he enjoys spending time with his wife, Anna, and their 2 grandsons, Bryan and Christian, as well as volunteering at his church, bowling, golfing and watching sports.