We are committed to providing you with the best financial service possible.

Richard "Rick" Loek
Rick began her career as a wealth manager after working in high tech for over 25 years.  It did not take long for Rick to become highly skilled in his chosen profession. 

Rick is active in a number of professional organizations including the Ed Slott's Master Elite IRA advisor group.  Rick has also previously been a member of the San Jose/Silicon Valley Chamber of Commerce.  Rick treats every client with respect and integrity.  Rick provides comprehensive independent financial analysis.

Rick enjoys being the president of the newly chartered Willow Glen Lions club in San Jose California and when Rick is not servicing clients he enjoys running and training for half-marathons.