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Zurbriggen Financial

239-395-3520

Team

"Deep down, my career isn’t about numbers - it’s about people. It’s about making a difference for a family and helping them leave a legacy for their loved ones." – Rick Zurbriggen

 

Rick is the President of Zurbriggen Financial and the creator of The Asset Longevity Series™. His practice has been focused on helping a limited number of successful retirees who enjoy active lifestyles since 1983.

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Kyle Zurbriggen

Office Support / Associate Wealth Assistant

877-974-7569

877-231-4569

Associate Wealth Assistant. He is Series 6 and Series 65 Licensed and works along with Rick in helping our clients in all Wealth Management Planning and implementing The Asset Longevity Series with our clients.

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Elisabeth Zurbriggen

Client Administration Specialist

239-395-3520

877-231-4569

Elisabeth is a graduate of Liberty University with a Bachelors Degree in Christian Ministry, and has had experience in administration at Lumerit Education in their admissions department and is currently taking courses for Securities...

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