1120 Bay Area Blvd
Houston, TX 77058
Phone: 281 954 6038
Training: EVOKE® Life Planning Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Rick is managing partner of DRDA CPA\'s and is responsible for managing and growing the business. Management includes developing best practices in the company\'s infrastructure for better internal growth as well as additional mergers and acquisitions of CPA practices. Rick has 30 years experience in building and developing small to mid size businesses and helping them grow is one of his passions. He also works with business owners and families doing fee only Financial Life Planning.In addition to his duties with DRDA he is the founding principal of First Financial Benefits, Inc. which manages governmental pension plans.
Rick was an economics major from the University of Louisiana at Lafayette and the University of New Orleans and also a Certified Financial Planner major from the University of Houston. He has served on the Alvin Community College Board of Trustees, Alvin National Bank Board, Child Advocate of Houston Board, Communities in Schools Board, Nolan Ryan Foundation Board and is the current Chairman for the HCA Clear Lake Regional Hospital Board.