History
A Little Bit of History 1999 - American Express Financial Advisors At the ripe old age of 20, Ricky got his start as a financial planner during the dot-com era. Ricky was trained in the financial planning culture at American Express Financial Advisors and built a successful practice in his 10-plus years at the company. 2009 - Co-Founded HBA Wealth Advisors After the 2008 market crash, Ricky formed a fee-based, independent Registered Investment Advisory (RIA) firm with Chris Haydel. Ricky established relationships with Fidelity, TD Ameritrade, Charles Schwab, as well as many other custodians. 2021 - Founded Favor Wealth Advisors Ricky's practice has grown to become its own independent RIA. Favor Wealth is dedicated to helping clients through values-based financial planning, proven investment strategies, and first-class personal service.
Specialties
Independent Fee-Based Financial Advisors specializing in Financial Planning and Wealth Management. We have a fiduciary responsibility to ethically act in the best interests of our clients. Our Financial Planning service provides a comprehensive analysis of your financial picture. The 6 key areas of financial planning are: 1. Establishing Lifestyle Needs 2. Protecting Planning 3. Investment Management 4. Tax Strategies 5. Retirement Planning 6. Estate Planning Our Wealth Management service promises