Rick Oldham, CFP®, is a Wealth Manager at Creative Planning, where they provide comprehensive financial planning services. They previously served as a Senior Relationship Manager at RAA - Financial Advisors from 2016 to 2023, focusing on retirement income planning. Prior to that, Rick was a Lead Advisor at Advisor Financial Services, LLP from 2013 to 2016, and they accumulated diverse experience in financial services roles, including General Manager at Edwin Watts Golf and Financial Services Representative at E*TRADE Financial. Rick holds a Bachelor of Arts in Economics and Finance from Furman University and a Certified Financial Planner designation from the University of Georgia - Terry College of Business.
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