Allen “Rick” Weiss

Posted on: July 16th, 2012 by Marty


Allen “Rick” Weiss, CFP
Retirement Planning
CA Lic # 0326622
818 377 7260 x 18
Send Rick an email

Allan “Rick” Weiss is a 30 year industry veteran and has been recognized in the financial services industry for his dedication and experience in creating financial strategies for his individual and business clients. His goal and commitment is to create value for his clients through quality service and professional knowledge. Rick has been recognized numerous times by financial institutions for his outstanding achievements. He is active in the Life Underwriters Association and Financial Planning Association. He is also a life and qualifying member of the Million Dollar Round Table.