Phone: 800-888-5164 ext: 243


Rick English

Investment Adviser Representative, CAP, ChFC, CLU

Rick English has a straightforward mission: To work with his clients to reduce taxes and create tax-free income streams throughout retirement. He accomplishes this by using IRS compliant strategies, rules, and regulations, while working with CPAs and trusted advisors.

Rick was born and raised in San Antonio, Texas. He is a series 65-licensed Investment Adviser Representative (IAR) and has served in the financial services industry since 1991. Rick is also a designated Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).

As an independent financial advisor, Rick specializes in planning for Income Tax Reduction (Business/Individual), with an emphasis on custom designed 401K plans; Tax-free Retirement Income; and Charitable Gift Planning for businesses and individuals. His charitable giving background is bolstered by his earning the Chartered Advisor in Philanthropy (CAP) designation.

Rick graduated from Texas State University and lives in Arlington, Texas with his wife Marlene. Rick is an accomplished rider showing gaited horses. In his leisure, Rick finds enrichment in the pages of a book and enjoys heading to the gym for a good workout.