Rick Happle's Profile Picture

Rick Happle, CFP, Investment Advisor

Jaffe Tilchen Wealth Management

About Rick

Whether you're looking for someone to manage your portfolio, to devise adaptive approaches during times of Financial
Transition or to formulate a long term plan for Retirement Sustainability, Rick Happle, CFP®and Jaffe Tilchin Wealth Managements’ team of highly skilled financial advisors design the roadmaps that guide you steadily and successfully into the future, towards what you want in life.

Rick has been in the business more than 35 years, and he is a CFT Certified Transitionist candidate. He and his wife, Helen, live in St. Petersburg.

● Wealth Management
● Manage Investments
● Financial Planning
● Risk Management
● ETF Portfolio Management
● Asset Assessment and Review-Tax
Planning Strategies
● Portfolio Second Opinions

Insurance | Corporate Benefits | 401-k | HR Services | Payroll | Strategic Planning

Jaffe Tilchin Investment Partners is a Registered Investment Advisor. Certain representatives of Jaffe Tilchin Investment Partners are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

Team Up with Rick Happle

Please enter your name.
Please enter a message.