Rick Blanke, Managing Director, Partner with Blanke Schein Wealth Management, believes the key to a
great working relationship between a client and advisor is to foster a great personal
relationship. The ability to truly understand the clients’ needs and risk tolerance is critical when
determining the appropriate investment strategy. Rick Jr. recently became an Accredited
Investment Fiduciary and currently holds his Series 7, 63, 65 and Life and Health Insurance
licenses. He is also a CA insurance license holder, 0K61443.
Rick was named one of Forbes Top Next-Gen Advisors for 2018.
Rick Jr. was born and raised in the Coachella Valley. He attended Palm Desert High School and
attended college nearby in San Diego. Rick Jr. received his Bachelor’s degree in Political Science
and a minor in Business Administration from the University of San Diego. It was in San Diego
that he met his wife, who was also from the Coachella Valley. After getting married, Rick Jr.
started his employment at Hightower Advisors.
Rick lives in Palm Desert with his wife and three children.