Karl F. Rickel Cfp, Clu, Cfbs

Karl F. Rickel, CFP, CLU, CFBS, has extensive experience in the financial services industry, currently serving as a Financial Services Professional at Fifth Avenue Financial since January 2009. In this role, Karl provides comprehensive financial needs analyses, specializing in advisory services, retirement planning, estate strategies, employee benefits, business continuation strategies, and trust services. Prior to this position, Karl was a Financial Advisor at Personal & Business Planning from February 1977 to January 2009, where expertise included advising businesses and individuals on insurance, investment portfolios, retirement plans, and long-term care protection. Additionally, Karl served as a former Board Member for the Regional Hospice of Western Connecticut, contributing to the community since May 1996.