Biography

Rick Weiss

Allan Rick Weiss is recognized in the financial services industry for his dedication and experience in creating financial strategies for his individual and business clients. His goal and commitment is to create value for his clients through quality service and professional knowledge.

Rick began his career in the insurance industry in 1966 as an insurance consultant and soon his responsibilities expanded into management. He worked with policyholders, actuaries, underwriters, administration providers and State and Federal Agencies. As a District Sales Manager, he was responsible for five sales teams encompassing one hundred sales people. He maintained and developed ongoing programs for his staff. Rick also taught Market Development and Selling Skills at Los Angeles City College and participated in the creation of the USC Mentor program for MBA students.

Rick is a Registered Representative with Crown Capital Securities, L.P., and provides full service financial consulting through Weiss Financial Group in Encino, California. He represents CPA firms by providing financial services to their individual and corporate clients.

Rick has been recognized numerous times by financial institutions for his outstanding achievements. He is active in the Life Underwriters Association and Financial Planning Association. He is also a life and qualifying member of the Million Dollar Round Table.