Rick is the founder of the firm and focuses his practice in the field of Estate Planning, Estate Administration, and entity formation. He has practiced in Orange County for the past 34 years and has lectured extensively throughout Southern California as the keynote speaker to large corporations, State and County Conventions, life underwriters’ conventions, as well as to the general public. He has been a regular on radio stations and has made several television appearances. He is the author of THE FINANCIAL PROBLEM SOLVER which is available nationwide.
Rick attended the University of Oregon where he received his B.A. degree in History. He continued his education at Western State University School of Law where he received his Juris Doctorate degree, and extended his education by attending classes at the Masters of Business Tax program at USC. In addition, he received his LL.M, Masters in Taxation, at Chapman University School of Law in 2007.
Rick and his wife, Margie, have been married for 41 years and are residents of Orange County, California. His daughter, Amy Fenelli Ciftcikara, Attorney at Law, his daughter, Katie A. Fenelli, Attorney at Law, and his daughter, Karianne Welch, Attorney at Law, are all practicing partners in his firm. Rick’s two son-in-laws, Oz Ciftcikara and Thomas J. Welch, are Of Counsel to the firm as well.
In his spare time, he enjoys reading, relaxing in the mountains, taking walks, traveling and spending time with his family, including his seven grandchildren.