Rick A. Kula, CFP® | Wealth Advisor

Rick Kula Headshot

Richard (Rick) A. Kula, Wealth Advisor at Hightower, brings over 19 years of experience in the financial services industry to the team. Rick is passionate about financial planning, developing strong relationships with clients, and working with them as a Fiduciary. Having a trusted financial planning partner is paramount when receiving financial advice and guidance.

Rick is a graduate of Carthage College in Kenosha, Wisconsin. As a further commitment to professional development and professional competence in a variety of areas Rick is a Certified Financial Planner™ (CFP®) certificant and holds his life, health, and long-term care insurance licenses. He has developed a deep understanding of insurance, investment, and financial planning concepts to help clients reach their financial goals while considering taxes along the way. Helping clients implement tax planning and investment strategies catered to their specific needs are conversations Rick enjoys. He takes pride in simplifying clients' financial lives through the financial planning process.

Rick lives in Fort Myers with his wife Angela and son Scott. He originally grew up in the Chicago suburbs and before moving to Fort Myers lived in the suburbs of Milwaukee, Wisconsin for 15 years. He and his family enjoy spending time together on the water and fishing as often as they can. Rick enjoys volunteering his time coaching youth sports – namely flag football and basketball which his son plays. He is also a regular blood donor and serves as his son’s Boy Scout leader and an active committee member where they spend time camping and learning practical life skills.

rkula@hightoweradvisors.com
office (239) 215-6060 | direct (239) 215-6065

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