Rick Potts, CFP®

Rick began his career in the financial services industry at Edward Jones in 1995. Prior to joining Balanced Asset Management, Rick worked for Ameriprise Financial. Rick works with individual clients to develop financial planning and investment strategies.

Along with Rick's CFP®, Certified Financial Planning designation, he also holds securities registrations Series 7 and Series 63 and is licensed for life, variable life, health, disability and long term care insurance in the state of Ohio.

In working with people on a long-term relationship basis, Rick is committed to a confidential and client oriented relationship. Through his commitment to a rigorous continuing education program, he continues to expand his skills and maintain his certifications.

Rick and his wife Sherry reside in Avon Lake. In his free time, Rick enjoys traveling and playing golf. 

Schedule an Appointment with Rick