Rick Foytek, Cfa
About Rick Foytek, Cfa
Rick Foytek is a Principal and Managing Director at Creative Planning LLC, where he has worked since 2018. He has extensive experience in wealth management and financial advising, having previously served as a Financial Advisor at Bloom Asset Management, Inc.
Work at Creative Planning
Rick Foytek serves as Principal and Managing Director at Creative Planning LLC, a position he has held since 2021. He has also been a Managing Director since 2018, contributing to the firm's growth and client services in the Greater Detroit Area. In addition to these roles, he has worked as a Private Wealth Manager at Creative Planning since 2013. His extensive experience in wealth management and financial advisory positions him as a key figure in the firm.
Previous Experience in Financial Advisory
Prior to his tenure at Creative Planning, Rick Foytek worked as a Financial Advisor at Bloom Asset Management, Inc. from 2008 to 2013. During this five-year period, he developed his expertise in financial planning and investment strategies, laying a solid foundation for his subsequent roles in wealth management.
Education and Expertise
Rick Foytek earned his Master of Business Administration (MBA) from Michigan State University - Eli Broad College of Business, completing his studies from 2002 to 2003. He also holds a Bachelor of Business Administration (BBA) in Finance from Walsh College, where he studied from 1993 to 1995. His educational background equips him with the knowledge and skills necessary for his roles in financial management and advisory.
Professional Background
Rick Foytek has over a decade of experience in the financial services industry. His career began with a focus on finance, which he pursued through his education and early professional roles. Since joining Creative Planning, he has taken on multiple leadership roles, demonstrating his commitment to client service and financial strategy in the Greater Detroit Area.