Congratulations to WorthPointe’s own Rick D. Wilkinson, CFP® for being named a Five Star Professional!
The Five Star award is presented to wealth managers and other professionals in 45 markets in the U.S. and Canada. Five Star Professional conducts research to help consumers with the important decision of selecting a service professional. The Five Star award recognizes service professionals who provide quality services to their clients.
We’re honored to have you on our team.
Rick D. Wilkinson CFP® has been in the financial services industry since 1980, when he started his career as an agent for a major property and casualty insurance carrier. Over the next 28 years, his agency grew to become one of the largest in Texas. He noticed that many of his clients needed more comprehensive financial advice, so in 1992 he earned his Certified Financial Planner designation. To avoid the conflicts of interest inherent in commission-based compensation, Rick sold his agency in 2008 and he has worked as a fee-only financial advisor since 2011. Learn more and/or Contact Rick
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