About Rick Durkee

Rick Durkee, Founder and President of The Coastal Financial Planning Group, has served in leadership roles in the financial services industry for more than 22 years. Rick holds a bachelor's degree in business management/marketing from The University of South Carolina. He currently holds a Series 65 registration and a life, accident, health and disability insurance license in South Carolina and multiple other states. In past financial services career roles, he has also held Series 6 and 63 securities registrations.

After serving in leadership positions for many years at Prudential Insurance, New York Life, and MetLife, and earning his designation as a Life Underwriting Training Council Fellow (LUTCF®), Rick returned to his original passion: meeting with clients as their retirement advisor and helping them plan for their long and enjoyable lives after retirement. In 2003, he founded The Coastal Financial Planning Group to offer advanced retirement planning solutions for retirement minded individuals and business owners seeking knowledge and guidance.

Rick has been a resident of Charleston for over 15 years. He is the host of three of the Lowcountry's extremely informative financial show's... Beyond the Business, Your GamePlan for Retirement & Let’s Talk Boomers. He is married to his wife Violet and lives in West Ashley. Click here to learn more.

 

Questions? Rick Durkee is an investment advisor and a fiduciary. Call (843) 735-5065 or click here to schedule a no obligation initial consultation.
 
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