10/11/2012 (press release: mfrieda) // New York, New York, US // Michael Frieda
US Planning Group of New York (USPNY)* made its official début in the Southern California last week when it opened its doors to the public in the Westlake/Thousand Oaks area for the first time. Judging from the early but overwhelmingly positive response from the community it looks like this undertaking will be to be a huge Success!
Collaborating with US Planning Group is newest affiliate “Rick” (Richard) B. Erickson**. Erickson has over 35 years of experience as a successful financial service professional. Together, their combined resources and talent offered on their shared platform presented advisers and their clients with some of the most unique Wealth Transfer Solutions and Wealth Building Strategies available in the financial services community today.
Erickson was quoted as saying “we’re in the business of caring about clients, their families, and businesses. No matter what the situation, financial success requires careful planning and professional guidance. We pride ourselves in taking clients, their families, and their businesses through the major milestones in life by building, preserving, and endowing wealth, one client at a time”.
Erickson was also quoted as saying “US Planning Group of New York (USPNY) is also “the planners’ choice” for advisors’ whose needs go beyond the ordinary in case design. Their expertise and experience make them much sought after by clients as well as independent advisors and insurance professionals around the country”. In fact he said “Many accountants, attorneys, and bankers call on US Planning Group of New York (USPNY) for advice on behalf of their clients, in addition to engaging the company to help them manage their own affairs”.
The U.S. Planning Group – A NY Corp. is located in mid-town Manhattan at 450 Seventh Avenue, #2600 New York, NY 10123. The U.S. Planning Group (NY) family of companies includes Private Client Insurance Designs (PCID) www.pcidusa.com and Crystal Wealth Management, Inc. www.CrystalWealthUS.com.
*Securities and Advisory Services offered through Private Client Services, LLC. Member FINRA, SIPC and a Registered Investment Adviser. Private Client Services, LLC and U.S. Planning Group – A New York Corporation are unaffiliated entities.
U.S. Planning Group (NY) is an Independent Financial Planning and Wealth Management company. Free of the pressures and limits of offering only a select set of product choices. The company offers clients sound financial advice with the opportunity to choose from a wide range of products from vast array of product manufacturers and financial institutions.
Through one point of contact the company assists clients through life’s transitions with in-depth integrated financial plan designed specifically for their needs.
U.S. Planning Group (NY) is in the business of caring about clients, their families, and businesses. No matter what the situation, financial success requires careful planning and professional guidance. The company prides it’s self in taking clients, their families, and their businesses through the major milestones in life by building, preserving, and endowing wealth, one client at a time.
We’re ready to assist clients in overcoming the challenges of life and business. And ready to simplify the complexity of navigating the complex financial problems associated with taxes, retirement, illness, or death.
Visit us @ www.uspny.com or call 1.888.747.4402 to speak to one of our knowledgeable Financial Advisors and find out how.
“Rick” (Richard) B. Erickson is a successful financial service professional with over 35 years of experience. Rick’s value to clients and associates has stood the test of time. Positive attitude, integrity, and commitment to helping others have been the hallmark to his personal and business success.
Knowledgeable and results oriented, Rick’s extensive formal education, positive attitude, and experience in the financial services industry has allowed clients and associates alike to benefit from a rare combination of instincts and abilities.
Educational highlights include earning two degrees with Deans List honors; a BGS and an MBA from the University of Kentucky where he was Captain of the Men’s Soccer Team and a member of Sigma Nu Fraternity.
Rick is named in Who’s Who in America, The West and The World, is a Commissioned Kentucky Colonel by the Governor of Kentucky, has qualified for the Million Dollar Round Table, and has achieved national leadership in performance as a Corporate Officer.
Rick continues to play soccer with various teams and now coaches youth soccer in Malibu, CA where he has accumulated 28 championships, helped numerous players achieve college scholarships, and was head coach of a U19 Boys World Games Championship in 1998. He has also served as the Commissioner for Malibu, CA AYSO youth soccer and continues to coach and volunteer.
In addition, Rick participates in AKC dog shows with his Norwegian Elkhounds, is a Confederate Officer as a Civil War Reenactor, competitively shoots, hikes, climbs and plays guitar.
You can reach Rick Erickson at 1.310.753.8425 or contact him at [email protected]
Self-employed business owner consulting small and medium sized business owners on business and retirement planning, employee development and business development using many techniques and financial products and services.
Principal Financial Group responsible as executive in charge for building the Los Angeles area organization in business volume and profitability and general performance. In addition to running the organization of 50 people, continued to work with business owner clients and qualified for the industry’s Million Dollar Round Table based upon my own performance in financial services.
Met Life Started career in the MBA Executive Development Program as a Sales Representative and was promoted 11 times to higher levels of Sales Management, Marketing and Financial positions in Chicago, New York City, and finally Los Angeles. Accountable for multimillion-dollar revenue and expense performance.
Highlights included qualifications for the company’s highest levels of recognition and incentive compensation including national leadership. Started a subsidiary for Met Life and implemented successfully in all 50 states visiting with and working with the management and executive leadership countrywide to produce a substantial source of revenue and profit for the company.
Regional Executive, Vice President and Senior Officer for Met Life in Southern California turning around the lowest performing business unit nationally with 24 offices and 700 employees in my region to achieve number one status nationally out of 68 Regions. Turnaround resulted in moving from last to first over a 10-year period.
Received numerous #1-company rankings, national awards and incentive compensation; based upon results achieved. Responsible for general performance areas including planning, goal setting, personnel, financial management, marketing, sales and overall results, as a vice-president with Met Life.
Professional education includes securities registrations 6, 7, 24, 26, 63, 65*, Charter Life Underwriter (CLU); and numerous courses in leadership, financial management, legal and personnel practices, executive development and personal development.
Degrees: MBA, finance and investments 1975; and Bachelor of General Studies 1974 each from the University of Kentucky. Dean’s list, Sigma Nu Fraternity, Captain University of Kentucky soccer team. Homewood-Flossmoor High School, Flossmoor, IL.
*Not all registrations were active at time of publication.
ACHIEVEMENTS/INTERESTS OUTSIDE OF BUSINESS ACTIVITIES
Selected to Who’s Who in America, The West, The World, Among Young American Professionals, Dictionary of International Biography, International Directory of Distinguished Leadership. Named Kentucky Colonel by Governor Patton of Kentucky.
Former Regional Commissioner, Malibu AYSO youth soccer with over 800 players ages 5-19; coached youth boys and girls soccer 20 years, and the AYSO World Games Champions in 1998 as head coach for the Malibu Boys U19 team. Coached high school, the Malibu Dolphins women’s soccer team 9 years and was a sponsor for UCLA men’s soccer for 10 years.
Played soccer in high school, college at the University of Kentucky, and after graduation played with the Kentucky Kickers, Cincinnati Comets in the ASL, A S Amaseno Chicago, and several celebrity games in LA. Contributed to multiple championships as a player, over 75% wins in over 900 games as a head soccer coach.
Compete at dog shows with AKC registered Norwegian Elkhounds for 15 years, participate in Scandinavian cultural events, and play electric and acoustic guitar. Enjoy mountain climbing, hiking and occasional mountain guiding primarily in the Sierra Nevada Range in California.
Civil War reenactor as a Conference staff officer and adjutant.
You can reach Rick Erickson at 1.310.753.8425 or contact him at [email protected]