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Schedule a CallRick P. Bender
CFP®, LUTCF, ChFC®, CLU®, CRPS®
Financial Advisor / Member Owner
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Education &
Rick has been involved in the financial services industry since 1992. Prior to joining Savant, he spent his entire career assisting individuals and businesses with the protection and growth of their assets. He served as vice president in the Institutional Trust and Custody Department of a major bank, where he worked with investment management and retirement plan services.
Rick earned a bachelor of science degree in sports management with a minor in business administration from The University of Wisconsin-La Crosse. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Retirement Plan SpecialistSM (CRPS®). Rick received his Life Underwriter Training Council Fellowship (LUTCF) designation after completing several courses on personal planning, business continuation, deferred compensation, and retirement planning. He continued his education through the American College in Bryn Mawr, PA, where he earned his Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.
Rick has served the community in many capacities within the YMCA, Janesville Youth Baseball, and CYO Basketball. He enjoys sports, physical fitness, outdoor activities, and traveling with his family.
Education &
Designations
- University of Wisconsin-La Crosse
Bachelor of Science in Sports Management
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Retirement Plan SpecialistSM (CRPS®)
- Life Underwriter Training Council Fellowship (LUTCF)
- Chartered Financial Consultant® (ChFC®)
- Chartered Life Underwriter® (CLU®)
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.