Philip Ricasata, Cfp®
About Philip Ricasata, Cfp®
Philip Ricasata, CFP®, is a Private Wealth Manager at Creative Planning, Inc., where he has worked since 2018. He specializes in business succession planning and risk management, providing wealth management services to clients across the United States from his office in Ventura, California.
Work at Creative Planning
Philip Ricasata serves as a Private Wealth Manager at Creative Planning, Inc. since 2018. He operates from Ventura, California, providing wealth management services to clients across all 50 states. His role involves offering tailored financial strategies and solutions to meet the diverse needs of clients. As part of a team that manages $75.6 billion in assets as of March 31, 2021, Ricasata contributes to the firm's extensive national reach and reputation in the wealth management industry.
Education and Expertise
Philip Ricasata holds a Bachelor of Science (B.S.) in Finance from the University of California, Berkeley, Haas School of Business. He has furthered his education in Personal Financial Planning through the UCSC Extension program. Ricasata has also studied at The American College of Financial Services, earning the Chartered Life Underwriter (CLU®) designation. Additionally, he is a Certified Plan Fiduciary Advisor (CPFA) through the National Association of Plan Advisors (NAPA). His educational background supports his expertise in business succession planning and risk management.
Background
Philip Ricasata has built a career in wealth management, focusing on providing comprehensive financial services. His academic journey includes studies at prestigious institutions, equipping him with the knowledge and skills necessary for his role. Ricasata's experience at Creative Planning, Inc. has allowed him to engage with a wide range of clients, enhancing his understanding of various financial needs and strategies.
Achievements
As a Private Wealth Manager at Creative Planning, Philip Ricasata is part of a team managing a significant portfolio of assets. His involvement in business succession planning and risk management reflects his commitment to addressing complex financial challenges for clients. Ricasata's educational qualifications and professional designations contribute to his effectiveness in delivering wealth management services.