Charleston Wealth Management Advisors
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Rick Durkee, LUTCF
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.