Rick Ray, MSFS
Rick Ray is a Partner of Rethink Wealth, LLC and the Founder/CEO of Wealth Design Group, LLC.
First and foremost, Rick is a coach at heart. A former high school and college football coach, Rick became the youngest person to be named AAAA Louisiana Sportswriters Association Coach of the Year. He earned the honor at age 26 after leading a high school program riding a 30-game losing streak to the state semifinals in his first year as head coach. After deciding he wanted to make a career change, Rick found financial planning, an industry he has now been in for 33 years.
Financial planning firms should exist to empower families and businesses to experience purpose, freedom and abundance. It is Rick's personal mission to inspire and coach families, businesses and other financial advisors on the truths of investing while helping them design a plan that supports their purpose.
Growing up, Rick's parents instilled a love for learning that he still carries to this day. This love prompted him to obtain several professional designations, including a master's degree in financial services (MSFS). Rick is Certified in Trust and Estates (CES) and also carries the designation as a Certified Exit Planner (CExP).
Rick believes that one of the best ways to learn is to do so from experts in their respective fields, including The Strategic Coach’s Dan Sullivan, Mission Driven Advisor’s Steve D'Annunzio, Oshins and Associates’ Dick Oshins and Strategies for Wealth’s Ron Rosbruch.
An active member in the financial services industry for many years, Rick has served as President of the Houston Chapter of the Society of Financial Professionals, as well as on the Board of Directors for the Houston Association of Insurance and Financial Advisors. Rick is a member of General Agent and Managers Association and has served as Legislative Circle Program Chairperson for the Advanced Association of Life Underwriters. Rick has also served on the Guardian Life Insurance Company of Americas Field Advisory Board four times.
Outside of the office, Rick is the father of two adult children: Jordan and Micayla.
Even at age 62, Rick maintains a passion for nutrition and fitness that stems from his days as an athlete and coach. He loves sports and the outdoors, is an avid golfer and PADI Master Scuba Diver, summited Mount Kilimanjaro for his 55th birthday, and was recently training to compete in a bodybuilding competition, which was unfortunately cancelled due to the COVID-19 pandemic.
You can reach Rick by email at firstname.lastname@example.org
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas 77056, 281-220-2700. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian.