Our Firm

Richard (Rick) H. Mootz, Jr.

 


With over a decade of experience in the investment industry, Rick combines his love of people and love of numbers to create solutions that bring harmony to your financial goals. With his broad knowledge and easy communication style, Rick demystifies financial concepts and products to help you make decisions and take actions toward your life priorities. Known among his clients as the “go-to guy,” Rick can act as the coordinator for all your financial needs, working closely with attorney and tax professional to create a seamless integrated plan for your future.

A CERTIFIED FINANCIAL PLANNER™, Rick holds the Series 7, 24, 63 and 66 securities licenses. A graduate of Miramonte High School, Rick received a bachelor’s degree from Cal State University at Chico. He has been an independent business owner in Butte County for more than 15 years.

 

In recognition of the role that Paradise has played in his success, Rick has been involved for years with the Paradise Exchange Club, a community service organization dedicated to youth activities and safety. Rick is currently a member of the board of the Exchange Club and chairman of the annual Halloween event that takes children from the Boys and Girls Club to local senior living facilities to trick or treat.

 

Rick, his wife and 3 children have resided in Butte County for more than 20 years. Rick enjoys the greater outdoors-hunting, fishing, camping, boating, and coaching youth sports.