Site Content

Rick Egan CFP®, M.S

Rick Egan was born in 1968 in Port Chester, New York and grew up in Madison, Connecticut. Rick graduated from the University of California, Santa Cruz with a Bachelor of Arts in Economics and a Master of Science degree in Finance in 1998. In 2004, Rick passed the Certified Financial Planner ("CFP®") exam.

Rick entered the financial services industry in 1998 working for W.S. Griffith Advisors where he served as the Securities Coordinator and Compliance Officer overseeing 30 registered representatives throughout the San Francisco Bay Area. Rick also built a book of over 200 customers during this time providing comprehensive financial planning, investment management, and insurance services to both individuals and businesses.

In 2005, Rick moved to the Northwest working for R. A. Bench, a wealth management firm headquartered in Seattle. Rick was a client relationship manager and also served as the firm’s Chief Compliance Officer (CCO) and the Financial and Operations Principal (FINOP). In 2010, Rick and fellow colleague, Rick Leonard, formed Cadence Wealth Management, LLC, a registered investment advisory and insurance services firm.

In his spare time, Rick is an avid tennis player, skier, and outdoor enthusiast. He has two boys ages 16 and 17. He is supportive of several charitable and civic organizations including ChildFund International, Northwest School for Deaf and Hard of Hearing Children, the Pacific Place Market Foundation, and Environment Washington.

Andrew Ficarra

Rick Egan CFP®, M.S

Andrew began his finance career in 2012 after graduating W.P. Carrey School of Business at Arizona State University with a Bachelor of Arts degree in 2011. He started at Merrill Lynch as a Financial Advisor and specialized in retirement planning and building portfolios that follow the Modern Portfolio Theory strategy.

Andrew has also worked for Vanguard in the high net worth Flagship department helping clients understand portfolio allocation and diversification.

For fun Andrew likes to play basketball, football, bike ride and scuba dive. He has traveled to 28 countries and hopes to one day see many more.

Content copyright 2018. cadence wealth management. All rights reserved.
Investment Advisory and Wealth Management Services offered through Cadence Wealth Management, LLC, a registered investment adviser in the State of Washington (Other States as applicable). Cadence may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.