Rick Zurbriggen, President of Zurbriggen Financial and the creator of The Asset Longevity Series™, has focused his practice on helping a limited number of successful retirees who enjoy active lifestyles since 1983. He has worked closely with the families he represents and puts their needs at the forefront of the planning process.
His firm uses a consultative wealth management approach comprised of The Asset Longevity Series™. It is designed to not only offer investment management but also advanced planning techniques including wealth transfer and wealth protection, as well as relationship management tools to really get to know his clients and their core values and goals. He has brought together an experienced team to help implement the tools necessary for his clients' needs.
Rick has achieved two designations in the fields of investment and insurance to help in his total wealth management approach: Chartered Financial Consultant and Chartered Life Underwriter, in 1988. He has had his FINRA Series 6 Investment Company and Variable Contracts Products Representatives license, since 1986, is a Registered Representative with Securities America, Inc., is an Investment Advisor Representative, and provides wealth management plans and asset management through Securities America Advisors.
He has been very active in the community, serving as past president of the Estate Planning Council, serving on the Board of the Chamber of Commerce, and currently a member of the Sanibel Kiwanis.
Rick has been happily married to his wife Evette since 1984. They live on Sanibel Island in Florida. They have 2 sons, Derick and Kyle. In their free time, they are Foster Parents to children in need of a safe place to live, volunteer for Sanibel Community Church with the youth program "H2O" and on mission trips; and Rick enjoys wildlife photography with Sanibel Wild.