Rick Groff

Rick Groff, CFP®, CWS® has extensive experience in the financial services industry, currently serving as Vice President and Senior Financial Consultant at Charles Schwab since January 2007, where responsibilities include coaching and counseling a team of Financial Consultants to enhance client growth and service in Boca Raton, Florida. Prior to joining Charles Schwab, Rick held roles as a Financial Advisor at Merrill Lynch from June 2004 to December 2006 and as a Representative at E*TRADE Financial from January 2000 to June 2004. Educational qualifications include a Bachelor of Science in Education from The University of Alabama, business administration studies at Georgia State University, and a certification in Personal Financial Planning from UCLA.