Charleston Wealth Management Advisors
Get to know
Rick Durkee, LUTCF
PRESIDENT, FOUNDER AND
CHIEF INVESTMENT ADVISOR
As the Founder and President of the Coastal Financial Planning Group, Rick Durkee is a recognized leader of the financial services industry in Charleston, SC. Since founding the Coastal Financial Planning Group in 2003, he has served his clients and the community 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 income allocation, a financial planning concept that focuses on capturing market gain, while avoiding market losses in a retirement asset portfolio to make certain that investment markets, during volatile market periods, do not affect the amount of time money lasts.
Prior to opening his doors at the Coastal Financial Planning Group, 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 core values 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 podcasts, Christian Business Values & Navigating Retirement, available on all major platforms.
Rick is an ambassador for S.C. Christian Chamber of Commerce, he earned his bachelor's degree in business management/marketing from the University of South Carolina in 1981. Professionally, he holds a Series 65 securities license, as well as the Life, Health, and Disability insurance license for South Carolina along with several other states in which he serves his clients. He and his wife Violet have lived in West Ashley over the past 20 years.