Since 1993, Rick has been helping hard-working business folks and retired versions of them build and protect their assets and plan for the retirement they want.  Rick is the principal LPL financial planner for Primoris Financial Solutions Co.  He has been an independent financial planner since the 1990’s.

Rick is originally from Georgia.  He visited Arizona in 1987, fell in love with the state, and moved here later that year. 

Rick is an Eagle Scout.  His full name is Frederick E. Powell III, so you would see that full name on your account statement if you a client of Rick’s 

When he’s not working, he is probably with his wife Linda.  They enjoy traveling and dining out.  Rick works to get more hiking time into his schedule and pretends he is working on improving his golf game.  And sometimes he gets to play with his two grand-dogs: Gunner and Gracie. 

Vanderbilt University – Nashville, Tennessee
Bachelor of Arts Degree

Rick is a CERTIFIED FINANCIAL PLANNER^™ professional. The CERTIFIED FINANCIAL PLANNER^™ designation (abbreviated as CFP®) is earned and awarded through The Certified Financial Planner Board of Standards, Inc. (the CFP Board) in Washington, D.C.

Rick is a Chartered Life Underwriter. The Chartered Life Underwriter designation (abbreviated as CLU®) is earned and awarded through The American College of Financial Services in King of Prussia, Pennsylvania.

Rick is a Chartered Financial Consultant®. The Chartered Financial Consultant® designation (abbreviated as ChFC®) is earned and awarded through The American College of Financial Services in King of Prussia, Pennsylvania.