Meet Your Advisor
Rick is Managing Director of Sportfishing Financial Group—a dream job that combines his passion for investing and his passion for fishing.
Over a 25-year career, Rick has helped hundreds of business and personal clients meet their investment goals by developing risk-efficient portfolio management strategies.
In addition to leading Sportfishing Financial, Rick serves as Managing Director of portfolio management for affiliate firm Baker Jensen Investment Advisors, LLC. In that capacity, he oversees all aspects of asset allocation and asset selection for individual- and business-client accounts.
He holds degrees in Economics and Psychology from University of California, Irvine.
The water is Rick's second home: He and his family have been fishing Southern California and Baja going on four generations. In the 1940s, his grandmother worked at the Cannery Restaurant in Newport Beach—when it was an actual Albacore cannery. In the 1950s, his father was on the crew that built two of the boats still in service at Dana Wharf Sportfishing.
The inspiration for Sportfishing Financial came to Rick while he was out fishing on his private boat with clients. "These are the kind of people I enjoy being around," he says, "so why not market to them?"
Rick has been married to Nanette since 1993; they live in San Clemente with their son Ellis and daughter Ryan.