With a career spanning corporate finance and personal financial planning, Rick Mann brings a broad range of experience to his role at Elite Advisory Group. Rick earned his bachelor’s degree in Accounting and Finance from California State University, Fullerton, before beginning a long career in the corporate world.
For 26 years, Rick worked with an S&P 500 company, gaining extensive experience across accounting, finance, and project management. After a successful corporate career, Rick chose to make a career shift into financial planning, joining Elite Advisory Group and putting his financial experience to work helping individuals and families with their personal financial goals.
Rick now has more than 25 years of experience in the insurance and financial planning industry with Elite Advisory Group and its affiliates. His background in both corporate finance and personal financial planning gives him a unique perspective when helping clients navigate important financial decisions and prepare for retirement.
Rick focuses on helping clients bring greater clarity and direction to their finances. Through thoughtful guidance and strategies tailored to each client’s individual goals, he helps clients understand their options and approach their financial future with confidence.