CFP®, Partner & CCO
“My role is to make the planning process less daunting.”
Get To Know Rick
Meet our Chief Compliance Officer and Senior Wealth Advisor, Rick Schultenover. Rick worked hard to obtain his CFP and is extremely passionate about finances and financial responsibility. Even as a child growing up, he was consistently drawn to finances and finding various ways to earn money to support the activities he was interested in. Early on, his ambitions drove him to be financially responsible and now he has the privilege of helping clients accomplish similar results. Rick travels regularly between Colorado and Minnesota but serves clients all over the country. With nearly 2 decades of experience, he can assist you with all your life fulfillment and planning needs. In his free time, you will usually find him outdoors, skiing down a mountain or mountain biking. You will find Rick rooting for the Vikings and favorite foods are ribs and homemade pizzas, YUM! His hidden talent is actually cooking. Rick says that he collects experiences. Learn a little more about Rick:
- Rick grew up aspiring to be a baseball player!
- Rick’s choice of dessert would be cheesecake and port wine.
- Hawaii is #1 on his bucket list, maybe 2023 will be his year.
- He favors movies over books, salty or savory treats, wine and as you can imagine outdoor adventures!
- Rick is a cat person.
Rick aspires to help established professionals who want a coach and a partner in making sound financial decisions.
Hi, my name is Rick, Partner and Certified Financial Planner® with CorePath Wealth Partners. I grew up in Minnesota and graduated from the U of MN with a degree in Economics. I started my practice immediately after. Even as a child growing up, I was consistently drawn to finances and finding various ways to earn money to support the activities I was interested in. Early on, my ambitions drove me to be financially responsible and now I have the privilege of helping my clients accomplish similar results. In my free time you will usually find me outdoors on a mountain, skiing down a mountain or mountain biking. Notice a theme? My main office is in our Denver, CO location, however I’m in MN and other states regularly seeing clients face to face.
As a fee-based fiduciary advisor, your best interest is my only interest. Uncertainty in the future can cause some to delay or even ignore the creation of a financial roadmap. My role is to help make the planning process feel less daunting with the goal of giving you peace of mind and more control of your finances. The first step in that process is identifying what matters to you most – your goals, needs and fears or concerns. All are part of a comprehensive financial plan that keep you on the path you want to be. As your coach, we will discuss a myriad of items in your plan including, but not limited to – cash flow and spending patterns, retirement vision, debt reduction, college planning, risk management, how and where to invest your hard-earned money as well as any other topics that impact your finances. More important than the actual written plan, however, is the implementation and ongoing monitoring. Without action, the plan is nothing more than a dream. I will help you make those dreams come true!
Services I provide
- Holistic planning and portfolio management
- Cash flow planning
- Stock compensation analysis
- Retirement planning & income strategies
Clients I Serve Best
Although my practice has historically served busy families, business owners and medical professionals, I feel I can best help established professionals who want a coach and a partner in making sound financial decisions.
CorePath Wealth Partners Denver
4600 South Syracuse Street, Suite 900
Denver, CO 80237