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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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    • Scottsdale, AZ
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Richard Ratner, CFP®

Director of New Business, CFP®

  • (619) 557-8268
  • (619) 696-7043
  • (702) 806-5339
  • rich@southwestwealthstrategies.com

Rich is a CERTIFIED FINANCIAL PLANNER™ professional who has been a financial advisor since graduating from the University of Rhode Island in 2004. He began his career as a financial professional in 2007 in Las Vegas and joined Southwest Wealth Strategies in 2015. Rich now maintains a practice in both Las Vegas, NV and San Diego, CA, primarily focused on helping educators in public schools, as well as other government employees with their retirement needs. He mainly focuses on retirement planning and educating his clients on their employee benefits, especially state pensions. Rich is dedicated to helping his clients achieve their financial goals and dreams. His business focus is retirement planning, education planning, income distribution planning, wealth management and risk management. Rich lives in San Diego, California with his wife Cara, two daughters, and their dog Baxter. He is an avid sports fan, enjoys traveling, and just about any outdoor activity.

California Insurance License #: 0I46319

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Check the background of this financial professional on FINRA’s BrokerCheck

 

 

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Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
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480-397-7550
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  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
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  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.


Southwest Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


PPG-135150 (Rev. 7/20) (Exp. 7/24)


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