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 is 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’s recent Accolades include:
Forbes Top Next-Gen Wealth Advisors for 2018, 2021 & 2022
Forbes Best-In-State Wealth Advisors 2022
Palm Springs Life 40 Under 40
Rick was born and raised in the Coachella Valley. He attended Palm Desert High School and attended college nearby in San Diego. Rick 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 started his employment at Blanke Schein Wealth Management.
Rick lives in Palm Desert with his wife and three children.