Ricky Vega, CFP®, currently serves as a Certified Financial Planner at Brightside, having previously held the position of Private CFO® at oXYGen Financial, where notable achievements included the development of a compliant AI-driven newsletter tool and the successful transition of high net worth accounts. At Morgan Stanley, Ricky advanced from Registered Associate to Senior Registered Associate, contributing to a 39% increase in team revenue and obtaining the CFP® designation as one of the youngest in the nation. Ricky's earlier experience includes leadership roles at Personal Capital and Money Concepts, where a focus on fiduciary advice and sales performance was demonstrated. Ricky also gained foundational experience at NYLIFE Securities LLC and Northwestern Mutual. Academic credentials include a Master of Business Administration from Georgia Tech Scheller College of Business and a Bachelor of Business Administration from Mercer University, where significant contributions were made to investment returns and research initiatives.
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