Charleston Address

78 Ashley Point Drive Suite 201 
Charleston, SC 29407

(843) 735-5065

HOURS

Sunday           Closed

Monday          9:00 am - 5:00 pm

Tuesday           9:00 am - 5:00 pm

Wednesday     9:00 am - 5:00 pm

Thursday         9:00 am - 5:00 pm

Friday             9:00 am - 5:00 pm

Saturday         Closed

South-Carolina-Christan-Chamber-Commerce

Investment advisory services are offered through PCM Advisory, LLC dba Precision Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Additional Disclosures at http://www.fusioncm.com/compliance

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 (843) 735-5065

Charleston Wealth Management Advisors

Get to know
Rick Durkee, LUTCF

®

PRESIDENT, 
CHIEF INVESTMENT ADVISOR

As the Founder and President of Coastal Financial Planning Group (CFPG), Rick Durkee is a recognized leader of the financial services industry in Charleston, SC. Since founding CFPG in 2003, he has served his clients by offering advanced retirement planning solutions for individuals and business owners.

Rick earned his reputation as a strategist in retirement planning and asset management by adopting an approach called tactical asset allocation, a financial planning philosophy that focuses on capturing market gain, while avoiding market losses in a portfolio. 

Prior to opening his doors at CFPG, Rick developed his passion as a retirement advisor with recognized investment and insurance firms such as Prudential, New York Life, and MetLife, where he earned his designation as a Life Underwriting Training Council Fellow (LUTCF®). His passion for helping people understand their retirement needs and the kind of planning required for meeting those goals is apparent to the listeners of his two informative radio shows that broadcast across the Lowcountry:


•    Christian Business Values 
•    Navigating Retirement

Rick earned his bachelor's degree in business management/marketing from the University of South Carolina. Professionally, he holds a Series 65 license, as well as the Life, Health and Disability insurance license for South Carolina and several other states. He and his wife Violet live in West Ashley.