Ricky Ackerman

Financial Life Planner    |    CFP®
CA Insurance License #0L74069

(310) 643-7472 ext 0108 ricky@cradvisors.com

Ricky Ackerman is a dedicated Certified Financial Planner and licensed Personal Wealth Advisor with California Retirement Advisors. With a focus on retirement and Financial Life Management, he caters to the needs of both Baby Boomers and Gen X/Y clientele.

Before joining CRA Ricky’s life was filled with travel and adventure. After graduating from high school his primary goal was to see the world. With this goal in mind, he garnered an apprenticeship at a hotel group at the age of 17 traveling across his native Africa and earning him a diploma in hotel management. This achievement enabled him to land a job at Disney World and then onto a high-end cruise ship. He then had access to the world, setting foot on ports of call on all of the continents – including Antarctica! During this time, he saved up to put himself through school at the University of London and proudly graduated with no debt!! His warm and inviting personality would ingratiate him to many diverse people and was offered his job in finance by one of his many travel companions, at a startup company in New York City. This provided him with a solid foundation in any layers of corporate and strategic finance, but he quickly realized that he had a passion for finance but wanted to work in a capacity that had a human connection and enabled him to work with individuals, becoming a financial advisor was the perfect fit!

“Every individual has their own unique journey. I have supported myself since I was 17 and I understand how mystifying the world of personal finance can seem. My goal is to get to know my clients, create a custom plan and de-mystify this part of their life. Our holistic financial planning process gives my clients the confidence to move forward to achieve their financial & life goals.”

Ricky took the leap and flew across the country to Los Angeles where he joined California Retirement Advisors in 2016 where he quickly rose through the ranks, obtained his investment advisory credentials and soon after earned his CFP® certification through the University of California Los Angeles (UCLA) and now serves as one of the lead CERTIFIED FINANCIAL PLANNER™ professionals for the firm.

Who Ricky Serves

Ricky thrives as a financial planner because of the dynamic environment. “Financial planning is complex, but if you’re naturally analytical, you become efficient. It’s never monotonous.”

Ricky leans into the challenge of optimizing clients' financial outcomes. It’s rewarding to get to know clients and help them become successful and financially secure,” he says. He has an innate ability to stay calm in a crisis. This characteristic gives him the ability to make well-informed decisions in chaotic financial situations. This leads to positive outcomes for his clients, and he knows that it allows them to have a less stressful life.

Background

When he’s not busy at CRA, Ricky spends time with his German shorthaired pointer, Cocoa, exploring the California wild. Ricky was raised in South Africa, and he loves the outdoors. He was a ski valet in Beaver Creek, Colorado, and he frequently camps in Big Sur--if you need a recommendation for a campsite with a stunning view, Ricky is the man to ask.

Ricky’s Clients

Ultimately, he wants his clients to be able to enjoy their lives, and not worry about their financial futures. He’s driven by sincere enthusiasm for each of his clients’ success.

Ricky is confident he can help people organize their financial lives in a sane and elegant way. “I want people to understand that my goal is to help people simplify their lives,” he says, “and to have confidence that their financial needs will be met if they have an intelligent plan in place.”

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