Rick Bio
"Live for the moment . . .but plan for the future."
Richard P. Pucci, Sr is the owner of his own financial planning business called Park Ridge Financial Inc. Rick provides one on one financial planning. He is currently implementing financial plans for High Net Worth individuals and small to mid sized businesses. He is also working with both business owners and high net worth individuals with their financial planning, specifically their:
(1) Business
(2) investment
(3) retirement
(4) estate plans
Statement of Purpose:
"After 30 years doing finance in the corporate world, I am now in a place in my life where as opposed to assisting my corporation, I can share my passion with helping specific individuals with one on one personal financial planning. Few things in life bring me greater joy than helping individuals pursue their financial goals. It never ceases to amaze me how much anyone can accomplish, with a well thought out financial plan! This is significantly more rewarding than helping out corporations."
Education:
Bachelor of Arts Program . . .The Pennsylvania State University . . .University Park, PA
Chancellor of Tau Epsilon Phi (National Fraternity).
Holds the Series 7 and 66 Registrations with LPL Financial, as well as his insurance license
Accomplishments:
Received National recognition for brokering high profile $100 Million plus technology deals while a VP at AT&T Global Services including The San Francisco International Airport, Federal Express, The State of Arizona, Nestle, and Honda America.
Awards;
Awarded the Career Club Award from Lincoln Finance for finishing the year ranked #1 in the stack rankings within his National Peer Group (Gross Dealer Concessions). Hall of Fame recipient from Federal Express, Distinguished Service Award for Employer Support of the Armed Forces (voted upon by The Armed Forces Steering committee), Who's Who Recipient in the Registry of Rising Young Americans, Financial Column of the Year Award, (Tech Times). Rick has been asked to speak on finance and often volunteers as a teacher at several colleges such as Northwestern College, Oakton and CAL Berkeley.
Memberships:
FAN (Financial Association Network), FSI (Financial ServicesInstitute), AMA ( American Management Assoc (Chicago), Miller Heiman Strategic Strategies and LAMP (Large Account Management Process) (Reno, NV), The Leadership Institute, (Olive Branch, MS). Member of The Silicon Valley World Internet Center and ITA (Illinois Technology Assoc.) Life Member of the Penn State Alumni Association.
Personal:
Living in The Old Town District of Chicago, IL . Recently widowed from his wife of thirty-four years, Rick has two children in the area. Two children: Rick Jr. who works at Expo, Inc & Scarlett who works at IPSOS.