Rick is the founder and president of Tonkinson Financial. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and has more than 30 years of experience in wealth management. Rick is a former Peace Corps volunteer in Colombia, where he met his wife, Margarita, and where their son, Steven, was born. Rick grew up with a strong work ethic and learned the value of a dollar ever since his first job as a paperboy at 12. He studied at night school to earn an MBA and an MPA with a specialization in budgets from the University of Miami. Rick specializes in helping clients achieve financial security through practical and comprehensive personalized financial plans. His passion is to provide middle-class investors with a level of service that is not often available anywhere else.
Rick has also been active in the community for more than 40 years and supports more than 30 charities. He is chairman of the Dean’s Leadership Advisory Board for FIU School of Communication, Architecture and The Arts (CARTA) and treasurer for the Diabetes Research Institute National Board. Rick is also a board member for the FIU Foundation, The Woody Foundation, and The Tonkinson Foundation.
In his free time, Rick enjoys traveling across the U.S. and abroad with Margarita and learning the history. They reside in Pinecrest.
Education and Certifications:
- Pennsylvania State University bachelor’s degree in business administration
- University of Miami master’s degree in business administration (MBA)
- University of Miami master’s degree in public administration (MPA)
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Life Underwriter (CLU) awarded by the American College of Financial Services
- Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies
