Rick MatchamRELATIONSHIP MANAGER
Rick has been involved in financial services since 1998. His wide-ranging experience in the field adds to the first-class experience that our team strives to provide our clients.
- Joined Jensen Wealth Advisors, now United Capital, in 2012
- Is primarily responsible for client securities trades and risk allocation reviews
- Graduated Salutatorian from Indio High School, 1982
- Graduated Cum Laude (Psychology) from UCLA in 1987
Rick lives in Palm Desert. He enjoys reading and serves as a club officer in Toastmasters International.