Associated Planners Group
Our Qualifications
Richard D. (Rick) Patterson, CLU®, ChFC®, AIF®, President of Associated Planners Group, has been in the financial services since 1967.
He is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor. He is also a Registered Representative of Fortune Financial Services, a registered broker dealer.
Mr. Patterson holds several professional designations:
Chartered Financial Consultant (ChFC®)
Accredited Investment Fiduciary (AIF®)
Chartered Life Underwriter (CLU®)
During his career in Financial Planning, Mr. Patterson has been very active in industry affairs.
He has served as President of all the following professional organizations:
Florida Association of Insurance and Financial Advisors
Central Fla. Association of Insurance and Financial Advisors
Central Fla. Society of Financial Service Professionals
Central Fla. Chapter, International Association of Financial Planning
2011-2012 PRESIDENT OF CENTRAL FLORIDA FINANCIAL PLANNING ASSOCIATION
Mr. Patterson also served two elected two-year terms of office on the Board of Trustees of the National Association of Insurance and Financial Advisors.
Professional Associations include:
Financial Planning Association
Society of Financial Service Professionals
National Association of Insurance and Financial Advisors
Tiger Bay Club of Central Florida
Central Florida Hotel & Lodging Association
Member: Prestigious Million Dollar Round Table
Mr. Patterson's professional licenses and registrations also include: Life and Health Insurance and Variable Annuity license with the State of Florida and a Series 6, 22 and 63 with the Financial Industry Regulatory Authority.